Tag: Practice management

During “America Saves Week,” plan advisers can help their plan sponsors turn up the savings to better prepare for retirement.

Media and information services firm Thomson Reuters says it has significantly enhanced its Eikon analytics desktop product to better serve asset managers and financial advisers.

USI Consulting Group has named David Brisnehan as vice president of retirement services for its Irvine, California, office.

One of the biggest mysteries haunting the industry is the impact of the revised fiduciary rule on investment product marketing for IRA rollovers.

Think people are either pre- or post-retirement? Think again. Before and after retirement is a spectrum of lifestyles and backgrounds, research says, and all types need specific messaging...

Mutual of Omaha Retirement Services named four new regional sales managers to grow business with retirement plan advisers and their defined contribution (DC) clients.

Research from financial analytics firm Cerulli Associates shows the individual retirement account (IRA) market could surpass $9 trillion in total assets over the next four years.

D. Mark Schumann has joined The Segal Group as senior vice president and national communications practice leader.

Nearly three-quarters of 401(k) assets are held in 5,000 big retirement plans, possibly affecting how defined contribution (DC) plans make investments, a report says.

Marc Horner has joined the UBS Financial Services DC Advisory Program.

Five mutual funds from BlackRock Inc. seek to deliver a total return that tracks the expected median cost of lifetime income.

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

JHS Capital Advisors now offers Lincoln Trust Co.’s Model(k) plan solution for broker/dealers in the small and mid-sized 401(k) market.

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.

Professional services and consulting company Towers Watson named Chris Ford as global head of the firm’s investment business.

Nearly half of the average financial adviser’s book of business is made up of individual retirement accounts (IRAs), says investment analytics firm Cerulli Associates.

Michael Dieschbourg joined Federated Investors Inc. as head of the company’s new alternatives and managed-risk investment group.

Nick Davies will assume the role of area president for Gallagher Fiduciary Advisors LLC’s (GFA) Washington, D.C., and Newark, New Jersey, offices.

Putnam Investments is putting more emphasis on investment strategies that can help financial advisers and their clients pursue strong, risk-adjusted performance in volatile markets.