Tag: Practice management

GPS Select Solutions, a suite of multi-strategy solutions, was rolled out by Genworth Financial Wealth Management (GFWM). 

Concern over market volatility remains on high alert, and returns are expected to dip, according to research by Casey Quirk and eVestment.

A study pinpoints guaranteed lifetime income options offered within defined contribution (DC) plans as an opportunity to address retirement security challenges.

Natixis Global Asset Management (NGAM) is offering “Class N” shares for several Natixis and Loomis Sayles funds.

Putnam Investments announced a new leadership structure for its global asset allocation (GAA) investment organization.

HealthView Services has introduced HealthWealthLink software to help Baby Boomers plan for potentially devastating health care expenses in retirement.

The Pension Benefit Guaranty Corporation (PBGC) has submitted several reports to Congress about its multiemployer pension plan program.

Generation X and Generation Y consumers in the U.S. need convincing that saving for retirement should be a financial priority, a survey indicates.

Investors put more trust in advisers than they do in financial firms overall, according to research from Cerulli Associates.

Prudential Retirement rolled out a mobile-ready website for retirement plan participants.

Parents and their adult children have different views about their priorities and what financial issues they are currently trying to tackle.

Mergers and acquisitions for registered investment advisers (RIAs) saw a 30% rise in the total value of transactions year over year, according to Schwab.

A study that found tax incentives for retirement savings in Denmark had no impact on increasing total savings may not be relevant to the U.S.

Fiserv announced that Lincoln Financial Group is the first client to make use of its new retirement income technology, Retirement Illustrator.

An alternative investment educational series begins in Los Angeles with a keynote address by Jeffrey Gundlach, the chief investment officer of DoubleLine Capital.

Russell Indexes introduced the Russell High Efficiency Defensive Indexes, an index series extending the Russell Defensive Index methodology.

Plan sponsors face an “equity dilemma” of ensuring participants have adequate retirement savings while protecting them from volatility.

More Canadians are managing their portfolios online, according to research from TD Direct Investing.

 Just as in the U.S., many of our northern neighbors lack confidence in a secure retirement.  

In “ERISA Fiduciary Issues: A Practice Guide for Advisors,”Matrix Financial Solutions outlinesthe responsibilities of an ERISA fiduciary.