Tag: Practice management

Baby Boomers who have cut the apron strings for their adult kids are twice as likely to be retired than ones who haven’t, a survey finds.

Principal Global Investors has hired Paul Kim to launch and lead the firm’s ETF business.

Updated training and networking capabilities offered through Social Security Timing, the Social Security software, help advisers sharpen their expertise in creating retirement income strategies for clients.

An expanded advisory practice management program from OneAmerica offers strategies in areas such as sales and marketing, branding, human resources (HR), client services and operations.

The drop in oil prices is a budget boon and could be responsible for the 21-point rise in Wells Fargo’s Investor and Retirement Optimism Index.

A study finds about half of parents are willing to delay retirement or dip into retirement savings to pay for children’s education.

Jim Neill, Michael Dudkowski and Michael Patalsky join professional services firm Towers Watson from Wilshire Associates.

A trend toward working longer seen in the 1980s and '90s has stabilized.

Charles C. Cornelio is retiring as president of retirement plan services at Lincoln Financial Group, a position he has held since 2009.

RS Investments has created two long/short alternative mutual funds: the RS Focused Opportunity Fund and the RS Focused Growth Opportunity Fund.

Financial wellness programs can cut stress and increase productivity in the work force, new research suggests, especially when employees receive more holistic financial education.

Should advisers be more careful of the phrases they use with plan participants? Most agree that lofty statements, technical terms, and jargon should be avoided.

Advisers who encounter some thorny practice problems can turn to a wholesaler, findings of a LIMRA survey suggest.

Nicole Spinelli has been appointed to lead the newly created WISE organization—dedicated to supporting “the unique needs of female advisers and clients” across Lincoln Financial Network’s businesses.

New freedoms help a majority of retirees live in the best home of their lives, finds a study by Merrill Lynch.

Years of education, communication strategies and support haven’t done as much to move the needle on retirement plan participant retirement readiness as plan sponsors and advisers hope to...

President Barack Obama said he expects opposition from special interest groups to the pending fiduciary rule, even though specifics of the rulemaking have not yet been disclosed.

Lofty statements, technical terms, and jargon that’s incomprehensible to the average retirement plan participant can leave advisory clients feeling confused and frustrated.

A Securities and Exchange Commission review of the financial services industry’s cybersecurity preparedness shows the vast majority of examined broker/dealers and advisers have adopted written information security policies.

A study examines the factors that make individuals optimistic about their preparedness for retirement despite having inadequate resources.