Gallagher to Continue Push Into Retirement Advisement in 2023
Insurance powerhouse Gallagher’s pending acquisition of Buck will further its strategy of providing the full scope of financial planning to group plans and participants, its retirement head tells PLANADVISER.
Subpar Technology Could Steer Clients Away from Advisers
Many advisers complain about lack of automation and functionality and prefer a platform that gives them more time to focus on clients.
Retirement Consultant Gallagher Buys f3’s ‘Turnkey’ Wealth Management Platform
Gallagher says the deal adds a financial asset management platform to meet plan sponsor demand for holistic retirement plan participant needs.
BPAS and MP Partnership Focuses on Integrated Technology Solutions
Both companies offer the option to customize and manage service providers across employee benefit, payroll and accounting services.
Investors Expect Their Advisers to Be on Top of Latest Technology
However, the majority would prefer to interact with a human adviser, as opposed to a robo adviser.
Principal and Wells Fargo Make Technology Integration Progress
“These digital and service model investments support our efforts to bring the best from both organizations to provide unparalleled value to participants, clients, advisers and consultants,” says Renee Shaaf at Principal.
Massachusetts Secretary Galvin Forms FinTech Working Group
The Secretary of the Commonwealth says the FinTech Working Group is the first dedicated team established by a state securities regulator specifically to provide support to, and receive advice from, fintech businesses.
Deep Thinking About the Technological Future from PGIM
While it took on average 121 years for countries to adopt steam and motor ships after they were first invented, it took only 16 years for personal computers to become a norm, and just seven years for the Internet.
New Enforcement Structure at FINRA; Calls for ‘Fintech’ Commentary
FINRA asks advisers to share their insights about “fintech innovation in the broker/dealer industry,” while also unveiling a new structure for its enforcement staff.
The Most Successful Advisers Are Tech Innovators
They are also harnessing the competitive edge of AI.
Advisers Moving to a Client-Centric Model
Advisers are using new planning models and smarter technology, including automation, so that they can offer personalized service, SEI finds.
AdvicePay Creates Payment Solution for Fee-Only Advisers
Clients can issue payments via a credit card or bank account.
ICMA-RC Overhauls Website
Besides revamping the public website, the participant and plan administration portals have also been enhanced.