CAPTRUST Pushing Ahead with Wealth Management Acquisitions
Two newly announced acquisitions bring $2 billion in new client assets.
Tag: Wealth Management
Emphasis on Value-Add Services in Morgan Stanley’s Solium Acquisition
Morgan Stanley executives say the recent acquisition and rebranding of Solium Capital reflects the firm’s goals of connecting with wealth management clients earlier in their careers and in more holistic ways.
Kestra Redesigns its Technology Platform for Advisers
Advisers can now access AdvisorComplete from any device and personalize its menus, widgets and landing pages.
M&A Brings Wealth, Retirement Together
CAPTRUST talks with PLANADVISER about its growth through mergers and acquisitions—and how this speaks to industry trends impacting private wealth and retirement plan business.
Long-Term Care Planning Neglected by Many Older Americans
When individuals plan ahead for long-term care, they can better secure their own future while reducing financial burdens on their friends and family.
Modern Retirement Framework Must Consider Health Care Costs
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.
How Advisers Can Expand Their Prospecting Methods
Creating content to draw plan sponsors to your website is key.
Retirement Income Solutions and Strategic Withdrawals
Thomas Dodd, executive director of Pavilion Advisory Group, speaks to the importance of implementing a strategic withdrawal plan once retirees initiate distributions of DC plan assets.
Reading Into Fidelity’s ‘Zero Expense Ratio’ Retail Mutual Funds
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.
Retirement Readiness Is Possible for Caregivers, But It’s Tough
It’s not hard to imagine why caregivers deprioritize their retirement savings; harder to figure out is how to support caregivers as they work to build their own financial wellness and retirement wealth.
RBC Wealth Management Revamps Practice Management Support
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.
Asset Management Fee Compression Accelerates
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.”
Competing for Advisers With Tools and Services: Retirement Industry M&A Activity
Pressing industry trends and emerging opportunities are reflected in recent merger and acquisition activity among retirement plan advisers and service providers, and in the efforts of other firms to restructure their basic approach to sales and service; PLANADVISER hears from Fi360, AssetMark, Cetera Financial and others about their visions for the future.
Questis Partners with MX for Data Aggregation
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.
DISRUPTION: AssetMark Executive on Outsourcing and Practice Growth
Matt Matrisian, SVP of strategic initiatives at AssetMark, is passionate about the topic of advisory practice management, enough so that he wrote a 300 page book on the subject; chatting off-the-cuff with PLANADVISER, he argues outsourcing is the way of the future.
2018 Modern Wealth Index Highlights Importance of Planning
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.
LifeYield Partners with United Planners on Tax Efficiency Scores
Through a new strategic partnership boosting its direct-to-adviser footprint, LifeYield will make its proprietary Taxficient Score available to United Planners’ nearly 500 financial advisers.
Strategic Perspective Is a Key Commodity During Bouts of Volatility
As recently as mid-2016 it was common to hear advisers describe significant market volatility as the new normal, but since then the global equity markets have been remarkably stable and generous; so it makes some sense, experts agree, that investors are feeling jittery as volatility returns to the fore.
Divorce and Failing Health Amid Overlooked Retirement Roadblocks
Clients and advisers alike often overlook the possibility of divorce or losing a spouse in their financial planning, according to TD Ameritrade’s latest survey.
Miscommunication Common When Discussing Inheritance
Many wealthy families avoid discussing money and inheritance, a survey finds.