Practice

Norwood, Mass.-based W.E.Donoghue & Co., Inc. has struck up a distribution deal with Mutual of Omaha’s Retirement Plans Division to distribute its Power Income Fund to retirement plan participants.

MassMutual's Retirement Services Division has added a new senior relationship manager and a managing director to its sales and client management organization increasing the company's support for retirement plan customers in the South/Central region.

In this interactive slide show, five planning industry executives discuss everything from powerful ways to explain the value of your advice to clients to how to attract — and keep — good employees.

MassMutual's Retirement Services Division has added a new senior relationship manager and a managing director to its sales and client management organization increasing the company's support for retirement plan customers in the South/Central region.

Bank of Montreal Global Asset Management has moved its defined contribution business away from its Institutional Trust services arm and given it a new brand name, BMO Retirement Services.

Wintrust Financial Corporation has added a new member to its wealth services team in a push to expand in the Chicago market and its suburbs.

Only 30% of investors surveyed knew that target-date funds do not provide guaranteed income in retirement.

Legacy expert attorneys Andy and Danielle Mayoras say that contrary to preliminary reports, British songstress Amy Winehouse did not have a will in place at the time of her death—an estate planning mistake that advisors and their clients can’t afford to make.

In this interactive slide show, five planning industry executives discuss everything from the best ways to explain the value of your advice to clients to how to attract — and keep — good employees.

A FINRA hearing panel has fined Syosset, N.Y.-based David Lerner Associates Inc. $2.3 million and suspended head trader William Mason for six months with a $200,000 fine for charging excessive markups on municipal bond and collateralized mortgage obligation transactions over a two-year period.