Tag: Practice management

Nearly eight in ten advisers say that they are calling their clients more frequently and are telling them to expect continued economic volatility in 2012.   

Securian Financial found that small-business owners (SBOs) can cite many reasons to use a financial adviser, yet only half employ one.   

Michael Volo has joined Cammack LaRhette Consulting (CLC) as practice leader for its New England office. 

Through a national “listening tour," Transamerica Retirement Services has identified the most common trends among financial advisers in the retirement industry.

UBS Wealth Management Americas (WMA) is adopting a new mobile technology strategy for its financial advisers, called UBS FA Mobile.  

CUNA Mutual Group has named Randy S. Fuss as a Practice Management Consultant. 

The day after launching his own mergers and acquisitions consulting firm, Dave DeVoe hit the road to meet with his first client.  

Garnett Retirement Group, with offices in Tampa, Florida and Greenville, North Carolina, has joined Pensionmark Retirement Group.

Charles Schwab has unveiled several enhancements to its technology offerings that support independent registered investment advisers (RIAs) at its annual conference in San Francisco.

eMoney Advisor, a provider of Web-based wealth management and planning solutions for financial advisers, has launched Ask eMoney, an online community for advisory firms.   

TD Ameritrade announced an integration of Saleforce customer relationship management (CRM) software, along with other third party systems, into its Veo adviser platform.  

Pershing LLC, a BNY Mellon company, plans to expand access to its open-architecture technology platform, NetX360, with an online version. 

Dorann Cafaro has joined Fiduciary Benchmarks as a Senior Vice President, Advisor Sales. 

Summit Financial, led by founder and managing partner Joseph Bonasera, is joining the Commonwealth Financial Network.

SunGard has launched a mobile strategy for retirement plan specialists and financial advisers focusing on wealth management. 

MFS Investment Management has launched the next module in its Advanced (k) practice management program for defined contribution advisers.  

Pensionmark Retirement Group announced the addition of four regional firms to its network of retirement advisers.

ING Financial Partners has appointed Andre Robinson as Head of Advisory Business Development and Rich Taylor as Head of Brokerage Operations.  

Pershing Advisor Solutions, a BNY Mellon company, has published a white paper reviewing various independent registered investment adviser (RIA) models, to assist wirehouse advisers considering a change.  

Focus Financial Partners announced that Hufford Financial Advisors, an independent advisory firm specializing in financial services for dental professionals, has joined the partnership.