Tag: Wealth Management

David Reich, Hub retirement and private wealth, says the latest acquisition will help the firm improve its retirement planning and financial wellness capabilities.

Hub International’s buying streak of retirement specialist brokerage and advisory firms continues.

Two newly announced acquisitions bring $2 billion in new client assets.

Advisers can now access AdvisorComplete from any device and personalize its menus, widgets and landing pages.

When individuals plan ahead for long-term care, they can better secure their own future while reducing financial burdens on their friends and family.

Vanguard engaged Mercer Health and Benefits to develop a new model to forecast health care costs for U.S. retirees; the effort has resulted in a number of pragmatic recommendations for individuals and employers.

Fidelity this week introduced what it is calling “self-indexed, zero expense ratio mutual funds” on the retail side of its business; the move may not directly touch retirement plans, but it speaks clearly to broader asset management industry trends.

The firm is launching a new adviser support program featuring dedicated coaches and customized online tools to support firm growth and improve the client experience.

New research from Cerulli points to a number of drivers behind the acceleration in asset management fee compression, tied to improved automation and stronger competition; the research and analytics firm also analyzes the competitive landscape of “robo-advice.”

Through the MX partnership, participants with access to the Questis platform can see all of their finances in one place in a clear, organized, visual manner.

A new analysis from Charles Schwab shows those with a written financial plan are much more likely to have a higher overall Modern Wealth Index score, be regular savers, and effectively manage their debt.