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3.1 billion
AUA/AUM
1:8
Professional to Client Ratio
95.4%
Client Retention

As of Q1 2017

Blog

 

Best Practices From Our Experts

Jun
9
2017
DOL Fiduciary Rule is Here – Are You Prepared?

by in ERISA, Regulatory Updates, Retirement Industry Updates, Vendor

In an earlier blog, “DOL Fiduciary Rule Delayed: Future Still Remains Unclear,” we communicated that the Department of Labor’s (DOL) Conflict of Interest Rule (also known as the Fiduciary Rule) would become applicable June 9th, 2017. As a result, after today, investment advice providers to retirement savers will become fiduciaries, and the “impartial conduct standards” […]Read More

May
17
2017
Pension Consultants Hosts Annual Pension Focus Conference

by in Company News, Retirement Industry Updates, Uncategorized

Over this past week, Pension Focus hosted another successful year of the Pension Focus Conference (“PFC”). Hosted at the beautiful Chateau on the Lake in Branson, Missouri, the PFC focuses on providing in-depth, retirement plan management education for both plan fiduciaries and plan administrators. This year PFC was fortunate to have several speakers from various […]Read More

Apr
25
2017
1st Quarter 2017 Capital Market Review

by in Individuals, Investment

While capital markets experienced some volatility during the first quarter of 2017, it was significantly tamer than the tumultuous first quarter of the same time last year. The stabilization of oil prices and the consistent signs of economic stability, globally, set the backdrop for positive gains in the first quarter. The political climate in the US, […]Read More