Tag: Practice management

In J. P. Morgan Asset Management’s 2012 Guide to Retirement, financial advisers are given a complete picture of retirement and its key issues.

  Savvy broker/dealers need to start understanding how to win the next generation of investors, an industry analyst said.   

Genworth Financial Wealth Management introduced a program with lending opportunities for advisers seeking practice acquisitions.  

Fiserv Inc. launched Retirement Illustrator, a retirement income-planning tool for advisers.

The National Institute of Pension Administrators (NIPA) is expanding its TPA Business Owner Resources to include the 401(k) Sales Champion Workshop.

Adding college planning and tax planning to an adviser’s service offerings can result in retirement plan leads.

The Principal Financial Group has enhanced its resources, education and training for financial professionals. 

February 13, 2012 – Potential clients must “buy” you before they buy any products or services from you.

Members of the retirement plan community were mostly positive about the final rule on 408(b)(2) fee disclosure regulations.

More than three-quarters (76%) of financial advisers who moved to an independent business model report they are better off financially, according to a Fidelity Investments study, “Fidelity Insights...

Cerulli Associates projects that in 2013, the wirehouse channel will remain the largest distribution channel, despite significant decline of assets under management (AUM) from 43% in 2010 to...

The majority of advisers perceive themselves as providing a level of service that merits the title of financial planner (59%), however, 56% fall into the investment planner category.

Institutional investors that participated in a survey by Mercer addressed climate change risk via asset allocation and other initiatives.

The ongoing legal battle between the TCW Group and Jeffrey Gundlach appears to have reached an end.

Commonwealth Financial Network has formed a partnership with PIEtech, Inc., a software developer for financial advisers.

Rycon Financial Group of Dallas, Texas, has joined Pensionmark Retirement Group’s retirement plan advisory network.

eMoney Advisor and Brinker Capital are rolling out an integrated platform for financial professionals.