Tag: Practice management

When compared with their spouses, married men are 58% more likely to be a couple’s primary contact with a financial adviser.

Lincoln Financial Distributors (LFD), the wholesale distribution business of Lincoln Financial Group, added three sales directors to its intermediary retirement plan sales force.

Principal Enterprise Capital LLC hired David Gottschall as managing director and Emily Slovitt as investment manager.

Nicolas Lance has joined the companies of OneAmerica in a newly created position of vice president, retirement income strategies.

Aon Hewitt has launched SimPlus Savings, a suite of services aimed at assisting retirement plan sponsors and fiduciaries with plan-related tasks.

The boards of directors of Ameritas Life Insurance Corp. and The Union Central Life Insurance Company approved a merger of the two affiliated insurance companies.

When it comes to determining a sustainable drawdown rate, everyone is searching for the right answer, says Gregg Fisher of Gerstein Fisher, an investment management firm.

Misconceptions about the Affordable Care Act, the need for long-term care and how to address the particular needs of women savers are opportunities for key discussions. 

Transamerica Retirement Solutions added two positions to its pension sales and distribution team.

Community Bank System, Inc., through its subsidiary Benefit Plans Administrative Services, Inc. (BPAS), reached an agreement to acquire an actuarial and consulting practice from EBS-RMSCO, Inc.

Nearly one in four U.S. households age 50 to 59 wants more investment advice—and is willing to pay for it.

Transamerica Retirement Solutions released a new mobile application that allows plan advisers and financial consultants to directly compare retirement plans.

Investment and consulting solutions provider AssetMark released a business assessment tool to help advisers measure practice values and identify growth opportunities.

Research from Cerulli Associates shows the registered investment adviser (RIA) channel growing at a much stronger rate than all other advisory business models.

Wealth Management Systems Inc. (WMSI) expands to Franklin Street.

Horizons ETFs Management (USA) LLC launched the Horizons S&P Financial Select Sector Covered Call ETF.

A new survey from TIAA-CREF finds women are less confident than men that they are saving an adequate amount for retirement.

Many self-employed people expect their savings to fund their retirement—but 40% are not saving regularly and 28% are not saving at all, a survey found.

Fiduciary Investment Advisors (FIA) announced a series of promotions within the firm’s retirement consulting business.

Involving family members in retirement planning brings peace of mind, according to a survey on how families approach future financial needs.