Tag: Practice management

An analysis from New York Life found the average contribution rate for participants who have taken loans from their 401(k) plans is 5.63%, compared with 7.23% for participants...

Funding levels of pension plans sponsored by S&P 1500 companies continued a strong rebound in 2013.

Retirement Plan Prospector is a Web-based prospecting and research tool from Judy Diamond Associates for the defined contribution and defined benefits markets.

An integrated portfolio management and research tool, the Portfolio Management Center (PMC), is powered by FolioDynamix and incorporates proprietary research from Raymond James Financial Inc.

Do you track your time?  Like good economists, we can argue this question from both sides of our mouths.  Where do you stand?

The American Society of Pension Professionals & Actuaries (ASPPA) is asking for changes to ease correction burdens for retirement plan sponsors.   

Clients’ own fears often prevent them from taking financial action—yet action is precisely what differentiates the financial winners from the losers.

The institutional, personal retirement and preferred segment solutions teams are being folded into one organization at Bank of America, and named retirement and personal wealth solutions.

TD Ameritrade Institutional brings its brand to technology for advisers, with a new "Veo Integrated logo."

A program from Conrad Siegel Investment Advisors aims to gradually guide 401(k) plan participants into more conservative investment choices as they near retirement.

What advisers say may not be as important as how they say it to high-net-worth Millennials, according the Spectrem Group.

Benefit Advisors Network has named Bannockburn, Illinois-based GCG Financial in Bannockburn, Illinois, as its newest member.

NFP Advisor Services Group unveiled the Retirement Center, which consolidates access to retirement resources and plan experts to support retirement plan advisers.

Northstar Wealth Partners, a firm affiliated with LPL Financial, added the advisory team of Tyler W. Potts and J Addison McAraw.

The Department of Labor (DOL) made progress on fee disclosure, but there is still room for significant improvement, contends Tom Gonnella of Lincoln Trust.

John Hancock Financial Network said it would market itself to advisers using the name Signator Investors Inc.

The Securities and Exchange Commission (SEC) released the schedule for its upcoming Compliance Outreach Program regional seminars.

Risks and use of exchange-traded funds (ETFs) in portfolio construction: yes. Liquidity and trading of ETFs: not so much.

 Why do “best practices” get all of the attention??

They make major investment decisions, understand investment products and are interested in learning about financial matters. An Allianz Life study examines women, money and power.