OneAmerica Reports Progress on Sales Realignment
Financial services provider OneAmerica added three regional sales staff to support the realignment of its field services and national accounts teams.
Tag: Practice management
Schwab Outlines New OpenView Integrations
Schwab Intelligent Technologies signed agreements with Orion Advisor Services and Redtail Technology to establish additional technology integrations benefiting registered investment advisers.
Helping Participants See Stages of Retirement
We’re all going to live a lot longer. What should retirement plan advisers tell their plan sponsor clients about preparing plan participants?
Adviser Headcount Down for Fifth Consecutive Year
Total financial adviser headcount has decreased for a fifth consecutive year, according to research from Cerulli Associates.
More Solutions, Stability Ahead for John Hancock Clients
The acquisition of New York Life Retirement Plan Services widens John Hancock’s breadth of solutions for retirement plans.
Salient Partners to Acquire Forward Management
Salient Partners announced it will acquire Forward Management, an independent asset management firm based in San Francisco and investment adviser to the Forward Funds.
intro
Trends and Trendsetters
When you embark on your year-end meetings with your retirement plan clients, how do you help them measure their plans’ success?
servicing strategies
Plugging Plan Leaks
Many 401(k)s contain a feature advisers don’t want participants to use
Rollover Market Could See $382B This Year
About half of affluent investors with former workplace retirement plan assets could move that money into an individual retirement account (IRA) in 2015, says Cogent Reports.
What Will 2015 Look Like?
It wouldn’t be a new year without thinking about the things you’d like to change or improve. We asked retirement plan specialists about progress on their New Year’s...
Wellspring Joins LPL Broker/Dealer Platform
Wellspring Advisor Group is the newest addition to the LPL Financial broker/dealer platform.
Pensionmark Expands into Louisiana
With the affiliation of John Carroll and his new company, Wellspring Advisor Group LLC, Pensionmark Retirement Group has opened its first office in Louisiana.
CEFEX Workshops Offer Fiduciary Insights
A new fiduciary certification workshop by the Centre for Fiduciary Excellence will be offered free at the Santa Monica office of Dimensional Fund Advisors LP.
NFP Advisor Services Takes on N.C. Advisory
Gate City Advisors, based in Greensboro, North Carolina, is the newest firm to join the NFP Advisor Services platform.
Adviser Needs Are Influencing Asset Management Industry
A new report from Kasina finds institutional asset managers, fund providers and insurers view the financial advisory industry as an area with strong growth potential.
‘This Is the Year I Will…’
Just after Groundhog Day seems like a good time to take a peek at those work-related resolutions.
Northwest Plan Services Expands on Both Coasts
Independent retirement plan provider Northwest Plan Services expands its business and services with the acquisition of CDM Retirement Consultants.