Tag: Practice management

Michael Hull and Patrick Hull have launched bluepoint Investment Counsel LLC.

The Retirement Advisor Council released a template request for proposal (RFP) questionnaire for use by 401(k) and 403(b) plan sponsors looking to select an adviser.  

The company, Savant Capital LLC, will provide strategic advantages and efficiencies, and have nearly $2.7B assets under management.

Russell Investments compiled a handbook outlining the major issues facing corporate pension plan sponsors.

Assets in employer-sponsored retirement plans, IRAs and annuities totaled $17.9 trillion at year-end 2011, up slightly from 2010, according to the Investment Company Institute (ICI).

Allianz Life Insurance Company of North America created a planning tool to give investors and advisers a “framework for a retirement income strategy.” 

High-net-worth women put a high premium on performance and personalization from their financial advisers, a survey by Schwab Advisor...

PENSCO launched PENSCO SuccessorCustodian.

Achaean Financial announced a strategic partnership with Envestnet, which will allow the integration of Achaean's software into Envestnet’s wealth management platform.

One-third of all 401(k) plan participants in plans recordkept by Vanguard invested their entire account balance in a professionally managed asset allocation and investment option in 2011.

Russell Investments released its newly reconstituted Global Indexes following its annual index reconstitution late last week, benchmarking about $3.9 trillion in assets.   

Safeguard Financial introduced a managed real estate investment program for self-directed individual retirement accounts (IRA) and 401(k) plans.

Florida broker saw lunar effects on the stock market, but managed to miss the Securities and Exchange Commission (SEC) fraud charges coming his way.

Charles Schwab made available 28 universal workflows in the Schwab OpenView Workflow Library through Schwab Intelligent Technologies.

Five dynamic allocation models powered by CAPTRUST research were introduced by Jefferson National.

The broker/dealer First Allied Securities Inc. expanded its advisory platform, Guided Portfolio Solutions (GPS) to give affiliated advisers a practical approach to conducting fee-based business.

Younger, less-educated and lower-paid employees are more likely to choose the investment provider that offers face-to-face financial advice, a survey found.

J.P. Morgan Asset Management, with alliance partner FASCore, launched an offering to provide recordkeeping solutions to the small to midsize retirement plan market. 

The Principal Financial Group released educational and practice-management resources for third-party administrators (TPAs).

 TRUSTIVO announced it would add the Verified Expert program for advisers from Dalbar to its referral network.