Tag: Client satisfaction

A new practice management platform for retirement plan advisers rolls sales and client service tools into a single, integrated solution.

WealthStation CompAct is SunGard’s financial planning tool that lets advisers produce results-based, holistic financial plans quickly, simply and interactively.

Investors who are younger and have less wealth are content with their financial advisers, but also quicker to leave them, according to Spectrem Group research.

They have yet to get around to it. Some say they just do not need to. A substantial number of investors have not developed a financial plan, Nationwide...

Financial services corporation Securian Retirement unveiled a no-cost fee benchmarking service.

Advisers who include corporate services and executive benefits as part of their standard offerings to executive-level clients are better able to win the right to also manage those...

Zywave expanded its NaviPlan financial planning tool with more cash management and client reporting features, among others.  

Social media should complement rather than replace an adviser’s marketing plan, and advisers should move cautiously since missteps can cost, research found.

Trust is a foundation principle of every great relationship.

The Principal Financial Group unveiled a tool that lets advisers help small-business owners see how they stack up against their competitors in benefits offerings.

Melissa Hooker joins Wells Fargo Institutional Retirement and Trust as head of its Relationship Management team.

Alison Cooke Mintzer moderated a roundtable discussion with Elaine Sarsynski, Tom Skrobe and John Galateria on the roles of advisers.

Health and marital problems are secrets most often kept from advisers, according to research by Securian Financial Group.

The retirement plan adviser – deans of diversification, masters of money management, and… psychologist?

Retirement Plan Prospector is a Web-based prospecting and research tool from Judy Diamond Associates for the defined contribution and defined benefits markets.

An integrated portfolio management and research tool, the Portfolio Management Center (PMC), is powered by FolioDynamix and incorporates proprietary research from Raymond James Financial Inc.

Clients’ own fears often prevent them from taking financial action—yet action is precisely what differentiates the financial winners from the losers.

What advisers say may not be as important as how they say it to high-net-worth Millennials, according the Spectrem Group.

 Why do “best practices” get all of the attention??

They make major investment decisions, understand investment products and are interested in learning about financial matters. An Allianz Life study examines women, money and power.