New at this year’s conference, advisers will have the ability to earn their PLANSPONSOR Retirement Professional designation while in attendance, and we are particularly excited for our opening evening speaker, the award-winning comedian and actor Jason Alexander.
Fidelity has updated its quarterly analysis of the average retirement savings balances across its book of business, and the results are once again quite encouraging.
Broker/dealers
(B/Ds) can address new regulatory pressures, and new competition, by enhancing
their value proposition and embracing technology, a report by Cerulli suggests.
“The midsized plan asset segment is representative of the DC
market segment in which the boutique DC consultant is most prevalent and
growing its marketshare,” Cerulli reports.
Veirphy Analytics Names Chief Growth Officer; Newfleet Brings on Head of Institutional Business Development; Lincoln Financial Group Hires Retirement Planning Leader; and more.
The most popular practice management programs this past year
dealt with Social Security and managing portfolios in light of uncertainty in
the markets.
Data provided by Fidelity shows organic growth among RIA
firms dropped again in 2015; yet there is reluctance to take on major change
in terms of pricing and value proposition.
In the retirement planning and investment industry of the near-
and long-term future, providers’ motivations will play a deep role in
determining success.
The firm announced availability of a new suite of resources
and tools to help independent financial advisers develop, strengthen and
maintain their cybersecurity defense.