Tag: Practice management

A successful request for proposals (RFP) or request for information (RFI) process starts with establishing goals.

The Securities and Exchange Commission (SEC) has charged a pair of former State Street Bank and Trust Company employees with misleading investors about their exposure to subprime investments.

Corporate Insight recently found that 45% of the asset management firms it tracks are employing social media in some way.

Retirement Plan Advisory Group (RPAG), a national independent retirement plan practice management, firm has enhanced its proprietary Scorecard System with the addition of Overlap, a holdings-based fiduciary analysis...

National Financial, a Fidelity Investments company and provider of custody and clearing services to broker/dealers, announced a suite of fee-based trading capabilities into its Streetscape brokerage workstation.

Goldleaf Partners, a national retirement and employee benefits administration and consulting firm, has announced the opening of a Regional Sales and Service Center in St. Louis, Missouri.

State Street Global Advisors (SSgA) has appointed Scott Ebner managing director and global head of ETF Product Development.

 Despite all the efforts of plan sponsors and providers, there is still a lack of understanding of retirement plans and investments by participants, and sponsors still struggle with...

Between the effects of the economic downturn and the implications of sweeping new regulations, sponsors of 403(b) plans have...

 A panel discussion at the PLANADVISER National Conference revealed setting fees for your services is a subjective process.

The benefits, insurance, and wealth management service provider will now be known as NFP.

 Benefits Administration Services announced that Rita Croft has been promoted to President.

Invesco announced that Henry Robin has joined its fund of funds team as a Managing Director.

The Unified Managed Account Exchange, UMAX, will provide independent registered investment advisers (RIAs) with more flexibility and allow them to expand investment options for clients.

 Prudential Investments has launched IPS Scorecard, a tool that helps financial advisers and their plan sponsor clients assess whether their fund lineups meet the criteria in their investment...

Where to eat when you're on the go. 

The system, WealthCentral, allows registered investment advisers (RIAs) to integrate several programs into one centralized website.

Next week we will launch our eighth annual search for the nation’s best retirement plan advisers.