Tag: Workplace

Omniscient Enterprise Advisor, a platform designed to help financial advisers and registered independent advisers (RIAs) expand and scale their businesses, was introduced by Omni Alliance Inc.

Gina Gurgiolo has joined Mercer's defined contribution (DC) advisers specialty practice.

Women’s path to a financially secure retirement is filled with many obstacles, a global survey shows.

Workplace benefits focus on older employees’ needs, even though Millennials exhibit the greatest number of financial challenges, a survey says.

The Financial Planning Association (FPA) launched a collection of web-based “Knowledge Circles” aimed at fostering communication and collaboration among its members.

Meredith Corp. is probably best known for its expansive media and entertainment enterprises, but one human resources (HR) staffer says it’s the company’s retirement plan that is truly...

A new online personal financial planning and budgeting tool from ING U.S. enables users to organize, integrate and manage all their money matters on a single platform.

While many older employees say they are delaying retirement, the delay rate is lower than in previous years, says a new survey.

Low balance limits and initial investment hurdles in the President’s “myRA” proposal will likely restrict the number of service providers bidding on related contracts with the Treasury.

Aspire Financial Services LLC added LPL Financial LLC’s retirement advice and education solutions to its plan sponsor support offerings.

CUNA Mutual Group has rebranded one of its subsidiary companies, CPI Qualified Plan Consultants, to reflect a stronger focus on serving the small retirement plan market.

Retirement plan services provider Ascensus created a new organizational structure to support the firm’s growth expectations in the retirement and college savings space.

Investment services firm OppenheimerFunds launched a unified distribution organization that features realigned channel segmentation and increased customization to support new growth strategies.

Strong market performance helped registered investment advisers (RIAs) increase practice revenues by 18% last year, and growth prospects are good for 2014.

Daniel Leger joined Akre Capital Management LLC as head of strategic planning and client services to help the firm expand its institutional investor business.

Fiduciary Investment Advisors (FIA) opened a new office in Kennebunk, Maine.

Accurately tracking practice metrics and documenting operating procedures are two ways firm owners can build value during the succession planning process.

TD Ameritrade Institutional launched a campus-to-career program to help independent advisory firms win and retain the next generation of financial services talent.