Tag: Practice management

Custodia Financial has added Erika Chavez to manage the company’s Retirement Loan Eraser program.

Last week, Verisight, Inc. announced it is acquiring retirement and benefit plan service provider DailyAccess Corporation and its subsidiaries.

Risk averse and relationship wary, the young investors of Generation Y view advice and advisers with some skepticism, according to research.

Three new hires have joined Forward Management LLC, including Eric Sagmeister as portfolio manager, John Palmer as senior analyst, and Robert Rosner as regional sales director.

USI Consulting Group hired Michelle Rubin as a senior actuarial consultant in its defined benefit practice.

Global Financial Private Capital rolled out Legacy Lock and Adviser to Adviser Continuity, two succession and business continuity programs for partner advisers.

Financial professionals working as outsourced chief investment officers (OCIOs) expect growing demand from non-pension clients in the coming years.

A new study finds that for Hispanic Americans, the need to support elders and children is competing with the need to save for retirement.

Verisight Inc. is acquiring retirement and benefit plan service provider DailyAccess Corporation, and its subsidiaries, InterServ, LLC and DailyAccess Health and Welfare, LLC.

Ron O’Hanley, who heads asset management and corporate services at Fidelity Investments, will leave the firm at the end of February.

A narrowing optimism gap puts advisers and investors in a more similar state of mind. Retention and improving service are top concerns.

Christopher Englebert and Daniel Reitz have joined Beirne Wealth Consulting (BWC), a Milford, Connecticut-based consulting firm and member of Focus Financial Partners LLC’s independent wealth management network.

Financial and retirement services provider OneAmerica announced that J. Scott Davison will become the company’s new CEO on April 1, upon the retirement of current CEO Dayton H....

Investment management firm Vanguard will be partnering with HelloWallet, a financial wellness service, to help employees save more for retirement.

Investment management firm PIMCO appointed a new portfolio management and executive leadership team.

Bradd Donovan joined Securian Retirement’s sales team in Southern California.

Most Boomers mistakenly think the Affordable Care Act covers the costs of long-term care in retirement, a survey says. 

An account platform from Gemini Alternative Funds LLC, a subsidiary of Northstar Financial Services Group, provides investment advisers with centralized access to alternative investments.

More than four in 10 (43%) financial advisers are either at or approaching retirement age, according to research from Cerulli Associates.

Graystone Consulting, a business of Morgan Stanley, hired a team of eight investment professionals to serve institutional and individual clients in Southern California.