Tag: Practice management

More than half of independent advisers said their clients have modified their expectations of retirement lifestyle or plan to delay retirement, according to a survey by Curian Capital,...

BPAS, a national provider of plan administration, actuarial, and institutional trust services in support of financial intermediaries, has launched a major upgrade to its Partner Toolbox.

Wells Fargo Advisors Financial Network, LLC, said it now offers a new program to help its advisers determine, build, and monitor the value of their practice.

Charles Schwab and Co., Inc., said it is releasing two Schwab Market Knowledge Tools reports to help registered investment advisers (RIAs) tackle succession planning and understand M&A deal...

Some fund managers offer better Web tools for advisers than others.

Now that the storm has subsided, independent advisers are putting more focus on their business, such as marketing and technology, according to a survey by TD AMERITRADE Institutional.

If implemented, financial advisers said a fiduciary standard would put an increased focus on financial planning and fee-based advisory services, according to an industry report.

Financial intermediaries now do more than one-third of their mutual fund business in products recommended from their home office, according to a survey by kasina and Horsesmouth.

SunGard has launched MyWealthSeries, a set of online financial planning tools for advisers to offer their clients and prospects from their own Web sites.

As the defined contribution (DC) arena becomes more complex and competitive for financial advisers, Morgan Stanley Smith Barney (MSSB) is focusing its efforts on a lineup of retirement...

Schwab Performance Technologies (SPT), a provider of technology solutions for registered investment advisers (RIAs), announced changes to its pricing structure.

The attempted bombing of an Amsterdam-to-Detroit flight Christmas Day is not putting much of a crimp in business professionals’ travel plans, according to a new survey.

AXA Distributors, LLC, the annuity wholesale distribution unit of AXA Equitable Life Insurance Company, now offers an educational program about retirement income planning for financial professionals.

Dow Jones & Company rolled out a new service to provide financial advisers market, investment, and practice management news and analysis.

Richard Weylman, Inc., a consultancy that helps financial businesses market to the affluent and wealthy, has launched The Weylman Center for Excellence in Practice Management, an online university...

FundQuest said it has improved the ability of advisers to offer custom reports on demand.