Spectrem Ranks Advisory Client Pet Peeves
Many clients will fire an adviser that doesn’t return phone calls same day, according to research from Spectrem Group, but that’s far from the only client concern.
Tag: Practice management
Blue Prairie Group Grows Plan Consulting Network
Chicago-based institutional retirement and investment consulting firm Blue Prairie Group added Jere Cowden and Mark Muto to its network of retirement specialist consultants.
SEC Prioritizing Improved Adviser Transition Planning
The Securities and Exchange Commission (SEC) may soon require investment advisers to create transition plans.
Retirement Is More than Just the Money
Many retirees find the retirement life brings more satisfaction and less worry than they anticipated, MassMutual says in a survey report.
Managed Account Services Growing More Complicated
The biggest challenge for retirement plans offering managed account services to participants is creating simplicity out of increasing complexity, says Cerulli Associates.
Feeling Financially Fit, Americans Say They’re Ready to Save
Paying down debt is top financial priority for American workers, followed by saving for retirement, according to a Principal Financial survey.
Ascensus Partners with 1st Global
Retirement and college savings plan provider Ascensus announced a new distribution partnership with 1st Global.
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2014 PLANADVISER National Conference
Optimizing plan and practice outcomes—best practices for retirement plan advisers
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Everything You Need to Know About … Talk It
For many retirement plan advisers, especially those who frequently travel to and from their clients’ offices, keeping track of the various reports and correspondences that allow their firms...
Morningstar Debuts Global Equity Indexes
More than 60 new global equity indexes introduced by Morningstar provide benchmarking tools that reflect the performance of equity markets worldwide.
California Adviser Rolls Out Cloud-Based Platform
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.
Wait to take RMDs, or Add a Roth IRA?
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 Expands Sales Team in East
Nationwide has hired two wholesalers and expanded its 401(k) sales team into new territory.
Cerulli Sees Consolidated, High Tech Future
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.
Retirement Plan Sponsors Place High Value on Match, Advisers
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 Partners with Envestnet | Retirement Solutions
HighTower is expanding its technology platform through a partnership with Envestnet | Retirement Solutions.
401(k) Advisors Rebrands as NFP Retirement
Retirement specialist advisory firm 401(k) Advisors formally adopted the NFP Retirement brand following an extensive service integration process.
Is Census Data Shorting Total Retirement Wealth?
Commentators are questioning the accuracy of Census Bureau data that examines how well off Americans are in retirement.
Ortner, O’Brien and Ortner Becomes OneSource Retirement Advisors
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.