Tag: Practice management

Janney will utilize Advicent’s NaviPlan financial planning software along with its expanded retirement income evaluation tools. 

Voya contends its study suggests an opportunity for advisers to add value by educating sponsors about the factors that contribute to retirement readiness.

With the amount of advances in 2016, RIAs anticipate 2017 to see even more increases—despite rules that lie ahead. 

Cerulli Associates measures a 10% jump in the number of people willing to pay for financial advice since 2008. 

Clients are demanding new approaches to investing and new ways to address fiduciary risks; advisers are finding ways to oblige them. 

Surveys show a majority of advisers believe they will continue to manage their clients’ money for multiple generations, even if they don't know the heirs. 

Few know the Employee Retirement Income Security Act (ERISA) as well as ERISA attorneys; at PLANADVISER, we’re lucky to rely on some of the best in the business...

How firm owners grow their business—with competitors’ help.

Data provided by Fidelity shows organic growth among RIA firms dropped again in 2015; yet there is reluctance to take on major change in terms of pricing and...

In the retirement planning and investment industry of the near- and long-term future, providers’ motivations will play a deep role in determining success.

Advisers have a lot of choice when it comes to fine-tuning their business model, but they must know what matters most to which clients.  

The LPL board has appointed Dan Arnold, current LPL president, to be president and CEO effective upon current CEO Mark Casady’s retirement. 

Advisers recommend an average of just 2.2 plan providers to prospective clients, a new report suggests. 

The new fiduciary rule will motivate sponsors to take a harder look at the offerings and performance of service providers—including recordkeepers, investment managers and advisers.

The new system is built to help adviser clients meet practice-management goals by offering a variety of monitoring capabilities.

As Baby Boomers push closer to retirement, they are facing a drastically different investing world than the one they grew up in—gaining access to radically different approaches to...

“It is essential for traditional financial advice providers to view digital advice delivery not as a force that will displace them, but instead as a way to deliver...

One early commentator tells PLANADVISER he expects the new DOL fiduciary rule will still be implemented, yet there is undoubtedly a new atmosphere of uncertainty with the presidential...

Retail banks, active investment managers, defined contribution plan advisers, recordkeepers—they’re all focused on building client trust as a crucial element of future sales success.