Tag: Practice management

More than 60 new global equity indexes introduced by Morningstar provide benchmarking tools that reflect the performance of equity markets worldwide.

Omniscient Enterprise Advisor, a platform designed to help financial advisers and registered independent advisers (RIAs) expand and scale their businesses, was introduced by Omni Alliance Inc.

Take three couples entering retirement with the same asset base but very different strategies for making the money last. Think you can predict the winner?

Nationwide has hired two wholesalers and expanded its 401(k) sales team into new territory.

A limited group of strategic acquirers will continue to gain influence in the financial advisory industry, according to new research from analytics firm Cerulli Associates.

Providing a matching contribution and access to an adviser were ranked by plan sponsors as the most important actions to encourage employees to save.

HighTower is expanding its technology platform through a partnership with Envestnet | Retirement Solutions.

Retirement specialist advisory firm 401(k) Advisors formally adopted the NFP Retirement brand following an extensive service integration process.

Commentators are questioning the accuracy of Census Bureau data that examines how well off Americans are in retirement.

Ortner, O’Brien and Ortner Advisory Group, Inc. adopted the name OneSource Retirement Advisors to reflect its focus on helping clients plan for and navigate retirement.

LearnVest content and financial wellness support are now available for many advisers working with Fidelity Institutional, along with expanded options for digitizing client support and advice.

Advisers can play a big part in helping women cope after the death of a spouse, according to New York Life Insurance Company.

Major changes are occurring in the fixed-income markets that are driving asset managers to position clients against volatility and future rate tightening, according to Cerulli Associates.

Alerus Retirement Solutions has entered into a partnership with Envestnet Retirement Solutions (ERS) to utilize ERS's adviser platform and fiduciary support services.

Spectrum Pension Consultants Inc., an Alliance Benefit Group (ABG) member firm, has merged with Compensation Consultants Inc. (CCI).

Gary Jurney, president and managing principal of Kainos Partners, is the newest addition to Pensionmark’s Advisor Support Program (ASP).

There’s no shortage of discussion in the retirement plan advisory business about the disruptive power of technology, and how business models may transform in the years ahead.

Corporate retirement plan advisory firm Cafaro Greenleaf added Andrea Vassiliadis to its team of specialist advisers and consultants.

Laura Ramanis has joined Verisight’s leadership team as chief operating officer, effective November 17.