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Tag: Client satisfaction
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trendspotting
Trendspotting
A look at the latest concerns and actions among employees, and what they mean for advisers
Self-Directed Investors Still Value Support
Even skilled self-directed investors want to receive support when it comes to planning and achieving financial goals, according to the J.D. Power 2015 Self-Directed Investor Satisfaction Study.
For Clients, Relationship Trumps Performance
Investors want an adviser relationship that is personal, engaged and informative, says a survey by Hartford Funds.
More Can Be Done to Help Individuals Plan for Retirement
A survey suggests there are some trust issues to overcome between individuals and financial institutions or advisers.
Robo Can Help Scale Advisers' Plan Business
More advisers will partner or find a way to leverage robo technology in their plan business, and the technology can be an efficient way to scale advice.
Are Robos Peaceful or Threatening?
An overwhelming majority of advisers (97%) believe conventional and robo-advisers can co-exist, a study says, but a strong majority (78%) still see the new tech as threatening.
The Trouble with Risk Questionnaires
Qualitative risk tolerance assessments are ambiguous and unhelpful to investors, says a new white paper.
Amid Distrust, Plan Sponsors Trust Advisers
Compared with confidence in the financial services industry generally, plan sponsors have much higher levels of trust in their own retirement plan advisers, a study found.
Could Your Practice Survive Without Boomers?
There is an enormous generational transfer of wealth on the horizon that will test retirement advisory firms’ ability to attract younger clients, a new J.D. Power report finds.
Third-Party Support Not Just for Newly Launched Firms
A quarter of independent financial advisers are currently honing and redeveloping their practices—including many established firms crafting approaches to new markets.
ACA May Mean Adviser Opportunity
As smaller businesses grapple with the Affordable Care Act, they are more interested than ever in help from advisers who understand the terms, Nationwide says.
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servicing strategies
The New Retirement
Many Boomers will need to work in retirement; advisers can help them plan for it
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cover story
Leading the Charge
2015 PLANADVISER Adviser Value Survey - The Influence of Advisers on Retirement Plans
How Disruptive Are Robo-Advisers, Exactly?
A recent Cerulli Associates report assesses whether eRIAs, also known as robo-advisers, could be challenged in the medium and long terms by a “first-mover effect.”
Advisers Cite Benefits of Working With Wholesaler Teams
A new LIMRA study finds many financial advisers prefer to do business with financial product wholesalers who work together as a team across internal and external distribution channels.
Revzon Unveils 401(k) for Small-Company RIAs
The EZ K Plan from Revzon Consulting Group is a full- service, one-stop 401(k) plan package that lets registered investment advisers meet the needs of small-company clients.
Advisers Still Behind on Client Tech Demands
Financial advisers are not adequately preparing to deliver advanced digital capabilities to meet the expectations of younger generations of investors, according to Aite Group research.
Say This, Not That
Should advisers be more careful of the phrases they use with plan participants? Most agree that lofty statements, technical terms, and jargon should be avoided.
2015 PLANSPONSOR Retirement Plan Adviser of the Year Finalists Announced
Today, PLANADVISER is pleased to announce the finalists for the annual PLANSPONSOR Retirement Plan Adviser of the Year awards.