Tag: Practice management

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.

Sales team facing tough times? You’re not alone: advisers almost universally agree that business growth is a major challenge today, according to the Financial Planning Association (FPA).

Retirement plan advisers should be on the lookout for prohibited transactions that may or should be revealed on the Form 5500 filing.

A confluence of factors has combined to make this a compelling time to enter the pension risk transfer advice business, says Steve Keating, principal at Penbridge Advisors LLC.

While most use pre-retirement spending, the 4% “rule” or a bucket strategy, some advisers apply more math and science to avoid commonplace mistakes in retirement account withdrawals, Russell...

Goss Wealth Management, a four-adviser team led by Jerry Goss, has transitioned to the LPL broker/dealer and hybrid RIA custodial platform.

Alternative assets skyrocketed over six years, from $83 billion at the end of 2008, to $304 billion in mid-2014, according to Strategic Insight.

Augmented reality technology via a mobile application (app) from Transamerica Retirement Solutions can help drive up retirement savings. 

Measuring risk tolerance is critical, say experts in the field of risk tolerance and decisionmaking, but few retirement plan sponsors and advisers in the U.S. do it correctly.

A majority of investors (92%) surveyed by FINRA agreed they want a cop on the beat to protect investors and police the markets.

Speaking in industry jargon is fine in the office, but not when speaking to plan sponsor clients and plan participants.