Tag: Practice management

There is no end of things to benchmark in a retirement plan, and measuring advisers’ own services are especially key from a number of standpoints, said panelists at...

Surprisingly, only one-third of retirement plan advisers know their gross and net margins, said Blake Thibault, senior vice president and adviser with Heffernan Financial Services.

The value of delivering advice to participants is not in question, but participants remain fuzzy on what the advice means, and the difference between advice and education, said panelists at...

A poll taken during an executive roundtable panel at the 2014 PLANADVISER National Conference found that 86% of attending advisers look to work force retirement readiness as an...

Financial services providers are failing to connect with the Millennial generation, according to new study by BNY Mellon and the University of Oxford.

Putnam Investments announced the appointment of Jeffrey L. Gould as head of Putnam global institutional management to lead the firm's response to growing marketplace interest.

A new white paper from consulting and communication solutions firm ShoeFitts Marketing helps financial advisers establish and adhere to key social media best practices.

Lincoln Financial Distributors (LFD), the wholesale distribution business of Lincoln Financial Group, added four specialists to its retirement plan services intermediary sales team.

Biggest financial worries: unemployment, student loans, and whether Social Security will be adequate. Here comes Generation Z.

Inability to repay student loans may affect the financial security of a small percentage of retirees, according to a report by the Government Accountability Office (GAO). 

Financial advisers looking to purchase or merge with another practice must implement some key best practices to ensure the acquisition is successful, according to NFP Advisor Services.

The emergence of digital technology and increasingly connected investors has the potential to unsettle the dynamics of the financial advice industry, according to a Celent report. 

Two-thirds (66%) of Generations X and Y have not calculated how much they need to save for retirement—and only 19% work with a financial adviser. 

Mercer Investments is adding four senior investment professionals to its staff to provide additional client support across the firm’s North America regions.

Merger and acquisition (M&A) activity remained healthy in the registered investment adviser (RIA) industry during the first half of 2014, according to research from Schwab Advisor Services.

CAPTRUST Financial Advisors has entered into a definitive agreement to merge with Defined Contribution Advisors Inc., known as DCAdvisors.

John Hancock Retirement Plan Services (RPS) released a new website and online tool set that helps advisers simplify 401(k) plan management.

Benjamin Thomason has joined Securian Retirement as a divisional vice president with expertise in large plans.

The Institute for the Fiduciary Standard is recognizing September as a month for renewed focus on fiduciary issues and outreach.

Retirement readiness can be strengthened by financial wellness programs, say Compass Financial Partners and Financial Finesse, which recently agreed to partner.