Tag: Practice management

Retirement plan and investment consulting firm Plan Sponsor Advisors (PSA) hired Gina Gurgiolo as a senior investment consultant. 

Beyond the company website, an asset manager’s digital presence is critical, and three in five advisers judge asset managers by their Internet activity.

Retirement solutions and financial services provider MullinTBG, a Prudential Financial Inc. company, added seven to its sales and client services lineup.

Financial wellness is getting more attention from plan advisers, according to speakers at a webinar by Financial Finesse, a provider of financial education services.

Admitting that the Securities and Exchange Commission (SEC) has resources “not nearly sufficient to the enormity and scope of the responsibility” it faces, SEC Chairman Mary Jo White...

A planned expansion of approximately 200 advisers will give TIAA-CREF a total of more than 650 advisers in its individual advisory services group by the end of 2014.

Independent financial advisers Romaine Macomb and Theresa Donatelli joined independent adviser group office Northstar Wealth Partners (NSWP) alongside Ellie Kasimir, who will continue as the pair’s retirement plan...

Think small retirement plans aren’t worth your time? If so, you may be missing out on big opportunities.

They have yet to get around to it. Some say they just do not need to. A substantial number of investors have not developed a financial plan, Nationwide...

Advisers eyeing small and midmarket nonprofits have a new option with Great-West Financial’s Premier and Custom Key 403(b) offerings.

A study indicates employers may be offsetting their matching contributions to manage cost increases from automatic enrollment into defined contribution (DC) retirement plans.

ERISA Fiduciary Advisors (EFA) affiliated with Retirement Plan Advisory Group (RPAG), the largest independent practice management firm in the country.

Several factors have created a retirement funding gap that is estimated to be as high as $6 trillion, said panelists in a discussion at BlackRock.

Lincoln Financial Network, the retail sales and planning affiliate of Lincoln Financial Group, appointed Greg Smith as managing principal of Lincoln Financial Advisers Corporation.

Financial services corporation Securian Retirement unveiled a no-cost fee benchmarking service.

Fewer investors are contributing anywhere near the maximum to retirement accounts, which means an opportunity for advisers to educate plan participants about investing during a tough economy.

VisionPoint Advisory Group joined LPL Financial’s suite of broker/dealer and hybrid registered investment adviser (RIA) platforms to support its commission and private client fee-based business.

Small companies (10 - 499 employees) face retirement plan coverage and participation, as well as employee retirement readiness, challenges, a report suggests.

It can make good sense for an adviser to share plan responsibilities when it is likely to lead to improved outcomes or reduced costs.

Advisers who include corporate services and executive benefits as part of their standard offerings to executive-level clients are better able to win the right to also manage those...