Tag: Practice management

AllianceBernstein enhanced its FastTrack presentation with new data and input from plan sponsors and plan participants.

The investment allocation of individual retirement accounts (IRAs) varies according to several factors, but the difference between genders is minimal.

SunTrust Banks Inc. rolled out an enhanced version of Plan Service Center (PSC).

 A free iPad app from Invesco gives advisers access to investing capabilities.   

Nearly four in 10 adults say they are “not too” or “not at all” confident they will have enough income and assets for retirement.

Individuals are more likely to implement a financial change when there is an explicit investment recommendation versus general guidance.

Arnerich Massena has published “In Search of a Recordkeeper: Fiduciary Best Practices.”

The mass affluent are expressing less anxiety about retirement and health care costs than they did six months ago.

BMO Retirement Services introduced a personalized retirement income calculator to keep participants’ goals on track.

More than a third of Americans could live at or near poverty in retirement, according to Wells Fargo’s annual survey on retirement planning attitudes and behaviors.

OppenheimerFunds unveiled CEO Advisor Institute, a program designed to teach advisers to think like chief executives but continue to engage as trusted global advisers.

A growing number of financial advisers are embracing social media to acquire and service clients, but perceive the return on investment as mediocre, a survey found.

 Despite being more concerned than men about the potential risks they face in retirement, fewer women complete basic retirement planning activities.  

 ING U.S.’s retirement business launched a multimedia education campaign to coincide with National Save for Retirement Week.  

 BlackRock launched a digital retirement center to coincide with National Save for Retirement Week, which is October 21 to October 27.       

 MassMutual Retirement Services has planned several events to coincide with National Save for Retirement Week.   

 Commonwealth Financial Network introduces Four-Corner Marketing, an online tool to provide advisers with access to preapproved materials to strengthen client relationships and market to prospects.   

 Wealth Management Systems Inc. (WMSI) has launched its latest Web application, Rollover Central.   

 Risk management remains top of mind as registered investment advisers (RIAs) pursue a strategic mix of products.   

Bill Cavalier was promoted to director of broker/dealer relationships at CPI Qualified Plan Consultants Inc.