Lincoln Trust

• 

  Lincoln’s BD 401(k) Platform Combines Professional Management, Fiduciary Protection

  By Danielle Andrus, AdvisorOne  |  February 28, 2013

  Lincoln Trust is launching a retirement plan solution for BDs that combines 3(21) fiduciary protection and an investment lineup of risk-based asset allocation models.

• 

  PENSCO-Lincoln Trust Merger to Create $10 Billion Alternatives Custodian

  By Joyce Hanson, AdvisorOne  |  February 22, 2012

  "PENSCO is creating a firm with institutional scale and national reach to handle the accelerating growth of alternative assets across the U.S.," says CEO Kelly Rodriques.

• 

  Breakaway 401(k)s

  By Tom Gonnella  |  November 1, 2011

  Next spring, 72 million Americans will open their quarterly 401(k) statements and, for the first time, they will see the true cost of their retirement investments spelled out in new fee disclosures.

• 

  4 Surprising Ways to Grow Your Practice; Exclusive Cerulli Retirement Income Survey: November Investment Advisor—Slideshow

  By Editorial Staff  |  October 25, 2011

  In October 2011's Investment Advisor cover story, Angie Herbers shows how to build a business that can grow without you micromanaging every aspect. Also, findings from our Cerulli's advisor survey on retirement income, and more.