Tag: Practice management

Registered investment advisers (RIAs) are the service target of Brownstone Investment Group, which specializes in fixed income, and expanded its services specifically for advisers. 

Great-West Lifeco Inc., which owns investment services firms Great-West Financial and Putnam Investments, will combine the retirement businesses of both subsidiary companies.

The ADP Mobile Solutions application, which allows people to access their retirement account information via smartphones, is now available in the Amazon Appstore.

Alliance Benefit Group (ABG), a network of 14 regional consulting and financial services firms, launched the 401(k) Choice platform for broker/dealers and financial advisers working with retirement plans.

Retirement plan technology providers fi360 and Castle Rock Innovations launched a collaborate solution that combines the firms’ various data technologies and adviser tool sets.

Pensionmark Retirement Group recently launched its Employer Document Vault, an enterprise-level document storage system that can manage thousands of client records and millions of documents.

Advisers who team up and use outside specialists provide higher client satisfaction and achieve greater returns, says Bellaria Jimenez of MetLife Solutions Group.

Shane E. Conlon has joined Sibson Consulting as a vice president and senior retirement consultant.

New research from Fidelity Institutional Wealth Services suggests a vast majority of registered investment advisers (RIAs) are simply “accommodating” their retirement plan clients.

Ross Brown joined retirement plan services and consulting firm Verisight Inc. as a senior vice president of institutional sales.

Richard Staves, an investment adviser representative from Cherry Creek Wealth Management Inc., has affiliated with Redhawk Wealth Advisors for wealth management and retirement plan services.

The DOL’s fee data proposal is fairly straightforward, but could trigger a prohibited transaction, says Bruce Ashton, a partner in Drinker Biddle & Reath’s Los Angeles office.

Philosopher and poet George Santayana said, “Those who do not remember history are condemned to repeat it” – a statement especially helpful for retirement plan advisers who look...

The delicate issue of clients who need to balance their own financial needs in retirement with the desire to help grownup children is a potentially loaded topic for...

Following best practices can secure an extra 3% in net returns for the clients of advisers, according to Vanguard Advisor.

Jeff Gratton, a managing director at the independent retirement advisory firm SageView, has been promoted to the role of chief marketing officer.

Chris Basse joined Cornerstone Retirement Advisors as a client relationship manager tasked with supervising and improving overall customer experiences for firm clients.

The focus on comparison rather than outcomes is misguided, and comparing one plan to another can be pointless, says Josh Itzoe, partner and managing director of Greenspring Wealth...

Garrett Stinson joined registered investment advisory firm SageView Advisory Group as a managing director.

Peggy Whitmore joined CAPTRUST Financial Advisors, which provides independent investment management services, as a vice president and financial adviser.