Estate Plan Essentials
Hub Acquires Inter-Mountain Retirement Partners (MRP)
David Reich, Hub retirement and private wealth, says the latest acquisition will help the firm improve its retirement planning and financial wellness capabilities.
Perennial Pension & Wealth Latest Hub Acquisition
Hub International’s buying streak of retirement specialist brokerage and advisory firms continues.
CAPTRUST Pushing Ahead with Wealth Management Acquisitions
Two newly announced acquisitions bring $2 billion in new client assets.
Emphasis on Value-Add Services in Morgan Stanley’s Solium Acquisition
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
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
Retirement Income Solutions and Strategic Withdrawals
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
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
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
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.