Tag: Practice management

Bay Colony Partners, a retirement consulting group in Boston, was acquired by CAPTRUST Financial Advisors.

Redhawk Wealth Advisors Inc. selected ExpertPlan to provide recordkeeping and administrative services for the advisory firm’s qualified retirement plan business.

Forty percent of Canadians surveyed said they now expect to retire later than they previously planned.

The three primary lines of business in the former M&I Institutional Trust Services will be renamed to reflect their integration into BMO’s global businesses.

The funded status of the typical U.S. corporate pension plan in August rose 1.8 percentage points to 73.2%–up from July’s record lows, BNY Mellon found.

Lauren Locker was elected national chairman of the National Association of Personal Financial Advisors (NAPFA) on August 31 to fill the recently vacated position.   

Sean Zent has been hired as a retirement plan consultant, opening an office in Buffalo, New York, for CPI Qualified Plan Consultants Inc.

Determination, early saving and financial discipline are among the lessons from successful retirement savers, according to a survey by PNC Financial Services Group Inc.

“The main thing is… don’t get excited.”

Retirement confidence is high for both Baby Boomers and Generation X, according to a report from the Insured Retirement Institute (IRI).

An alpha-generating investment process that draws on the global dividend-paying universe was developed by Acadian Asset Management LLC.

Pentegra Retirement Services’ retirement plan products have been selected for members of the Independent Bankers Association of New York State (IBANYS).

The Securities and Exchange Commission (SEC) has completed a study about investors mandated by the 2010 Dodd-Frank Wall Street Reform and Consumer Protection Act.

Raymond James Financial Inc. is offering advisers Goal Planning & Monitoring (GPM), a financial planning software solution powered by MoneyGuidePro.

Working to age 70 will not guarantee adequate income in retirement for many, according to research from the Employee Benefit Research Institute (EBRI).

The Center for Fiduciary Excellence (CEFEX) has rolled out a service to help plan sponsors mitigate the risk associated with the selection of service providers.

Workers value their employer-provided health and retirement benefits, but the tax incentives that support these benefits are being scrutinized.

Arnerich Massena has published a white paper, “A Field Guide to Exchange-Traded Products.”

Financial Telesis Inc. expanded its advisory team with the addition of ABD Retirement Services, a division of ABD Insurance and Financial Services.

Morningstar Inc. launched Morningstar Markets Commodities Edition, a platform for trading desks and risk managers with real-time and historical commodity and energy market data.