Tag: Practice management

Ascensus Enhances Retirement Platform

Ascensus, a retirement plan solutions provider for broker/dealers and RIAs, announced enhancements to its retirement platform that it says “simplify retirement plan management.”

Keane Spins Off Risk Management Firm

Executives from The Keane Organization, a provider of specialty compliance and risk management guidance, have created a spinoff company, Risk Compliance Performance Solutions, LLC.

Principal Creates Adviser App

The Principal Financial Group has introduced the Principal Advisor Compensation Application to provide direct access to a consolidated and summarized view of compensation statements.

RPAG Renovates Adviser Web site

The Retirement Plan Advisory Group (RPAG) updated its adviser-centric Web site, Knowledge Center, with improved navigation and document storage.

Benefits and Methods of Client Segmentation

Charles Schwab issued a report today that examines how independent registered investment adviser (RIA) firms can benefit from segmenting their client base and offers strategies on how to...

Advisers Stepping Up to the Plate

Advisers are facing several new challenges in the “post-recession” climate, and many feel that they have to tackle these challenges on their own, according to a survey conducted...