Tag: Practice management

RIA in a Box, a registered investment adviser (RIA) consultancy firm, has partnered with Lloyds of London and the North American Professional Liability Insurance Agency (NAPLIA) to provide errors...

When it comes to participant communications, the retirement plan industry is stuck between the old methods of snail mail and emails and the new world of social media.

A panel at the recent PLANADVISER National Conference discussed things retirement plan advisers may be doing wrong without knowing it.

The benefits provider and human resources firm are joining forces to offer expanded options to small and mid-sized plans.

A new survey of employees and managers finds workers want supervisors who guide them with clear goals and provide them with the motivation and tools to get there.

Every adviser needs a plan – but what sort of plan are we talking about?  An investment plan?  A benchmarking plan? And how short- or long-term should a...

Chris Schneeman, Mark Boser, and Steve Sawyer of SevenHills Plan Advisors are joining the Retirement Plan Advisory Group (RPAG), using Financial Telesis, Inc. (FTI) as their broker/dealer.  

Fifty percent of U.S.-based financial services professionals are expecting higher bonuses for this year’s performance as compared to last year, according to a new survey.

Tom Sokira joins northern New Jersey-based Anthem Financial Services' defined contribution consulting practice as managing partner.

In a continuing effort to grow its business development team, Richmond, Virginia-based RiverFront Investment Group has hired Rutherfoord Ferguson.

If “one is the loneliest number,” why would anyone choose to work alone? 

Newkirk announced the availability of an enhanced QDIA Notice Service.

kasina and Horsesmouth found that advisers appreciate well-constructed value-added programs because they often lead to business growth.   

The Investment-Only (IO) team at Franklin Templeton will now be able to better assist advisers who are focused on the retirement plan market.   

Former Mercer outsourcing principals Peter Gosselin, Shawn Charles, and Julie Doran have formed Gosselin Consulting Group LLC, an independent, full-service institutional investment consulting firm.

You are your “brand”; it includes everything your client experiences while working with you.       

Independent registered investment advisers (RIAs) who have a strong, hands-on approach to technology are seeing more benefits than RIAs who spend more money on technology, yet use it...

Plan Fiduciary Services, Inc. is sponsoring the Affiliated Employers Retirement Savings Plan, a multiple-employer plan it says will lower plan administration costs.