Tag: Practice management

The mass affluent are expressing less anxiety about retirement and health care costs than they did six months ago.

BMO Retirement Services introduced a personalized retirement income calculator to keep participants’ goals on track.

More than a third of Americans could live at or near poverty in retirement, according to Wells Fargo’s annual survey on retirement planning attitudes and behaviors.

OppenheimerFunds unveiled CEO Advisor Institute, a program designed to teach advisers to think like chief executives but continue to engage as trusted global advisers.

A growing number of financial advisers are embracing social media to acquire and service clients, but perceive the return on investment as mediocre, a survey found.

 Despite being more concerned than men about the potential risks they face in retirement, fewer women complete basic retirement planning activities.  

 ING U.S.’s retirement business launched a multimedia education campaign to coincide with National Save for Retirement Week.  

 BlackRock launched a digital retirement center to coincide with National Save for Retirement Week, which is October 21 to October 27.       

 MassMutual Retirement Services has planned several events to coincide with National Save for Retirement Week.   

 Commonwealth Financial Network introduces Four-Corner Marketing, an online tool to provide advisers with access to preapproved materials to strengthen client relationships and market to prospects.   

 Wealth Management Systems Inc. (WMSI) has launched its latest Web application, Rollover Central.   

 Risk management remains top of mind as registered investment advisers (RIAs) pursue a strategic mix of products.   

Bill Cavalier was promoted to director of broker/dealer relationships at CPI Qualified Plan Consultants Inc.

Only 56% of employees eligible to participate in the annual benefits enrollment period are confident about their decision-making, and many keep the same choices.

Employee stock ownership plan (ESOP) companies saw an economic upturn in 2011, with continued increased share value, support among company leaders and better productivity.

 The U.S. retirement income system advanced from 10th last year to 9th in the 2012 Melbourne Mercer Global Pension Index.   

High-net-worth younger investors, or accumulators, could be a key market for advisers, according to a study by the research firm Hearts & Wallets.

Plan sponsors and fiduciaries can learn from federal court findings in Tussey v. ABB Inc., and should avoid overly detailed investment policy statements (IPS), a white paper asserted.

Jaron Havens has been appointed manager at Baden Retirement Plan Services, an Acensus company.

Kodak and its Official Committee of Retirees have agreed on a proposal to terminate retiree health care and survivor benefits, or other post-employment benefits (OPEB).