Tag: Practice management

The Merrill Lynch Affluent Insights Survey found families cautiously optimistic and regaining control of their financial lives.

With the expansion of its Class I Shares lineup to 21 funds, OppenheimerFunds aims to provide greater transparency into defined contribution (DC) plan fees.

 Fewer American families are participating in a retirement plan at work, but more of those with a plan are in a 401(k), a report found.  

Third-party administrator Trinity Pension Consultants released the Cash Balance (CB) Navigator mobile application, enabling advisers to generate a client’s maximum annual contribution amount.

SunGard released a new version of its Omni Web Solution for defined contribution and defined benefit plan participants, plan sponsors and customer representatives.

North American investor confidence continued to decline this month, according to State Street Global Markets.

LPL Financial LLC added two portfolios from LPL Financial Research and two managed alternative investment portfolios from Fortigent to its Model Wealth Portfolios (MWP) platform.

Three in four U.S. institutional investors (74%) have changed their approach to risk management over the past five years.

A library of videos, articles and infographics was launched by Putnam Investments aimed at helping advisers to use social media and technology in practice management.

403(b)s have been excused by the Securities and Exchange Commission (SEC) from obtaining certain acknowledgements.

Defined contribution plan participants transferred assets from equities into fixed-income investments again in August, according to the Aon Hewitt 401(k) Index.

An alliance between RPG Consultants and Main Management LLC will enable plan sponsors to utilize RPG’s technology and Main Management’s portfolio management capabilities.

New research from Morningstar quantifies how much additional retirement income, or “gamma,” investors can generate by making better financial planning decisions. 

The number of U.S. consumers making financial preparations for retirement fell to 70%, the lowest in three years, according...

 Plan sponsors need to create smarter retirement plan participant communication, according to Colette Ehlers, sales development consultant with Wells Fargo Institutional Retirement and Trust.   

Pensionmark has unveiled an enhanced website and Online Education Center.

The independent producer Delaware Valley Financial Group (DVFG) was added to the broker/dealer and registered independent adviser platform of LPL Financial LLC.

Paychex Inc., a provider of 401(k) recordkeeping services, launched a sales force to build relationships with advisers and plan sponsors.

Long-term mutual fund inflows were just $20.7 billion in August, as open-end U.S. stock funds tallied yet another month of outflows, losing $14.3 billion.

Participation and deferral rates are indicators of retirement plan popularity, not success, according to Greg Burrows of Principal Financial Group.