Tag: Client satisfaction

Many more Millennial millionaires say they expect their financial adviser to initiate contact at least once a week compared with wealthy Boomers and Gen Xers, according to Spectrem...

Few know the Employee Retirement Income Security Act (ERISA) as well as ERISA attorneys; at PLANADVISER, we’re lucky to rely on some of the best in the business...

How firm owners grow their business—with competitors’ help.

While there is some uncertainty about the specifics, digital advice clearly has an important role to play in the advising industry for the years and decades to come.

Advisers have a lot of choice when it comes to fine-tuning their business model, but they must know what matters most to which clients.  

A new survey finds that as implementation of the DOL’s fiduciary rule approaches, more than half of advisers expect to increase investment in client service and compliance technology.

Advisers recommend an average of just 2.2 plan providers to prospective clients, a new report suggests. 

The new fiduciary rule will motivate sponsors to take a harder look at the offerings and performance of service providers—including recordkeepers, investment managers and advisers.

Retail banks, active investment managers, defined contribution plan advisers, recordkeepers—they’re all focused on building client trust as a crucial element of future sales success.  

“People are far more likely to take a path of less resistance by seeking out recommendations from trusted sources or choosing firms whose brand they have become comfortable...

A new report finds one in four financial services firms are already planning to decrease commission pay in 2017. 

This is a friendly reminder that 2017 PLANSPONSOR Retirement Plan Sponsor of the Year nomination forms are still available. Don't wait to nominate—time is running out! 

Digging into investment prospectuses and market data is only a part of what financial advisers do for retirement plan clients; perhaps it’s time to rethink what they call...

The partnership will help advisers better analyze their clients’ financial situations while offering guidance around 401(k) plans, retirement accounts and other funds earmarked for retirement.

New data suggests that financial advisers focused more on client management than on investment management see much stronger asset growth and retention. 

An analysis by Fidelity found financial wellness topics and needs important to certain groups of individuals.