Tag: Practice management

Commonwealth Financial Network launched a new client management dashboard, Client360°, to help financial advisers unify client information and streamline access to planning tools and accounts.

The Retirement Advantage, Inc. (TRA) launched a new program that provides enhanced operational and business development services to qualifying adviser partners, as well as discounted pricing for sponsor...

Summit Professional Networks has acquired Pension Data Resources, Inc. (PDR), known in the retirement planning industry for its PensionPlanet.com brand.

Divorce, and other financial blows, can mean a sticky conversation for advisers when clients say they just can’t save for retirement.

Independent retirement plan administration firm TriStar Pension Consulting launched a new website featuring improved functionality and navigation for plan sponsors, advisers and participants.

Personal brand and thoughtful use of social media are critical for a successful practice, according to a survey by Pershing.

In order to meet demand for a multi-factor approach, State Street Global Advisors (SSgA) unveiled a suite of advanced beta SPDR exchange-traded funds (ETFs).

OneAmerica has relaunched its retirement plan participant website.

Plan investment committees could benefit from a greater diversity in membership, says a new paper from Vanguard.

More than half of Baby Boomers polled expressed uncertainty about how much money they will need in retirement.

A majority (80%) of Millennial Americans say the recession of 2008 taught them they have to save “now” to “survive” economic problems down the road.

Joni Andrioff has joined Steptoe & Johnson LLP as a partner in the Tax and ERISA, Labor & Employment Groups.

Eight in 10 defined benefit (DB) plan sponsors expressed interest in pension risk transfer products.

Is retirement the end of work? Not so fast, say the retirees and those contemplating retirement in a study by Merrill Lynch Bank of America.

Plan sponsors want more consultation on outcomes and how to accurately measure and improve participants’ retirement readiness, says new research from the Principal Financial Group.

Not talking about Social Security could come with a steep cost, says Nationwide in a survey that polled retirees and their experiences with the timing of benefits. 

Target-date funds (TDFs) are again put in the Department of Labor (DOL) spotlight for comments. Widely held in retirement accounts, TDFs may not be fully understood by investors. 

Jon Hale has been named the director of North American manager research for Morningstar Inc.

Investment research firm Morningstar, Inc. has entered into an agreement to acquire online financial wellness provider HelloWallet Holding, Inc.

A strong majority of broker/dealer and registered investment adviser (RIA) firms surveyed by Fidelity Institutional see the emergence of digital advice models as a positive industry trend.