Practice

Invesco has launched the PlanForward Consulting Series, aimed at helping 401(k) advisors and consultants “build a compelling value proposition and enhance their brand recognition.”

GuidedChoice has created a retirement plan “reality check” for participants to see how well prepared they are for retirement and how much income their savings will produce. The program also guides them to save more and offers access to professional advice.

PNC has launched the PNC Wealth Insight tool to allow high-net-worth clients see an aggregated, enhanced view of their assets.

President Obama announces a sweeping long-term deficit reduction plan that includes a proposal calling on federal employees to shoulder more of the burden of funding their retirement plans.

Citi Private Bank has formed a new group to expand its work with Asian clients in North America and named current Managing Director Ida Liu to head the group.

Investment advisor advocates are breathing easier after the Department of Labor announced Monday that it has pulled its current proposal on the definition of a fiduciary off the table. The agency will take up the issue in early 2012 and repropose a fiduciary definition after more industry input.

Investment advisor advocates are breathing easier after the Department of Labor announced Monday that it has pulled its current proposal on the definition of a fiduciary off the table. The agency will take up the issue in early 2012 and repropose a fiduciary definition after more industry input.

A group of regulators and lobbyists speaking at an industry conference this weekend laid out a possible timetable for the implementation of new Dodd-Frank-related regulations affecting financial planners.

GuidedChoice has created a retirement plan “reality check” for participants to see how well prepared they are for retirement and how much income their savings will produce. The program also guides them to save more and offers access to professional advice.

Invesco has launched the PlanForward Consulting Series, aimed at helping 401(k) advisers and consultants “build a compelling value proposition and enhance their brand recognition.”