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June 30, 2015
Total retirement assets near $25 trillion mark
Retirement assets account for 36 percent of household financial assets in the U.S., with IRAs accounting for the biggest share — here are how the figures add up.... Full Story
News from BenefitsPro

June 30, 2015
SEC suspends advisory firm's ex-president for failing to heed CCO pleas for help
Pekin Singer Strauss, principals also censured, fined for compliance failures.... Full Story
News from ThinkAdvisor

June 30, 2015
Advisors 'can become outdated instantly' Schwab's Clark warns
RIAs are growing well, a Schwab survey finds, but the Advisor Services exec urges even newer-model firms to beware of complacency.... Full Story
News from ThinkAdvisor

June 30, 2015
Does gay marriage ruling end a financial planning niche?
‘The core planning areas are now esentially the same for gay and straight couples that decide to marry,’ says financial advisor Joshua Hatfield Charles. ... Full Story
News from ThinkAdvisor

June 30, 2015
Sustainable investing: no longer a backwater
Morgan Stanley research shows the great majority of investors want their money to make a positive social impact on the world. ... Full Story
News from ThinkAdvisor

June 30, 2015
DOL fiduciary foes said to be writing best-interest standard bill
Labor's measure faces yet another legislative hurdle.... Full Story
News from ThinkAdvisor

June 30, 2015
Lincoln Financial securities chief departs
Chris Flint, also head recruiter for the advisor network, is being temporarily replaced by Tom Eusebio and Stafford Moser.... Full Story
News from ThinkAdvisor

June 30, 2015
Alternative assets will grow to $15.3 trillion in five years: PwC
Leading managers are working to build ‘industrial-strength’ operational platforms. ... Full Story
News from ThinkAdvisor

June 30, 2015
New program guides advisors and sponsors on fiduciary obligations
It's daunting being a fiduciary--and a program has been launched to help sponsors and advisors who consult on retirement plans.... Full Story
News from BenefitsPro

June 29, 2015
Sponsors welcome clarity in SCOTUS same-sex marriage ruling
For those who administer retirement benefits for married same-sex workers, the nation-wide uniformity established with today’s Supreme Court ruling brings welcomed clarity.... Full Story
News from BenefitsPro

June 29, 2015
Exploring the world in comfort
The IARFC annual cruise/CE@SEA scheduled July 16-23, 2016 will be an 8-day sojourn down the Rhine River complete with six guided tours through four countries.... Full Story
By Intl. Assoc. of Registered Financial Consultants

June 29, 2015
OneAmerica set to acquire BMO Retirement Services
OneAmerica and BMO Financial Group reached an agreement for OneAmerica to acquire BMO Retirement Services, BMO’s Milwaukee-based U.S. retirement services business.... Full Story
News from BenefitsPro

June 29, 2015
RIAs overwhelmingly bullish on the future
Fee-based advisors are expecting more growth in their industry — and they expect it will be faster than other financial markets.... Full Story
News from BenefitsPro

June 29, 2015
Small biz opts out of move to self insurance
Self insurance, which some analysts believed would become more popular among small businesses as a response to Obamacare, has yet to make inroads into that sector.... Full Story
News from BenefitsPro

June 29, 2015
Insurance marketing organization obtain temporary restraining order and preliminary injunction in federal court
The Revolution FMO, LLC (The Revolution), an insurance marketing organization, obtained in Federal Court a Temporary Restraining Order on April 16, 2015 and a Preliminary Injunction on May 19, 2015 against a former insurance agent (Agent) barring him from using the agency’s confidential, copyrighted and proprietary insurance sales materials post-termination of his affiliation with The Revolution. (The Revolution FMO, LLC a.k.a. The Revolution MO, LLC v. Ronald Grant et al. Case No. 2:15-cv-02719.)... Full Story
By The Revolution FMO

June 29, 2015
More millennials buying a home this year
Sentiment among first-time home buyers has picked up after slow start in 2015, Realtor.com says. ... Full Story
News from ThinkAdvisor

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