Tag: CRM software

The solution is built around automated newsletters that establish regular contact with clients and prospects. 

The new application will provide advisers with access to industry experts and online training materials. 

The solution provider retirement plans with data-driven insights about the health and performance of the plan.

The firms suggest the new arrangement will deliver “powerful risk analytics” directly within an efficient retirement planning solution.

The firms suggest their service integrations will enhance adviser-client conversations. 

According to recent research conducted for Everplans by Cerulli Associates, 93% of advisers believe they will retain the assets of heirs when their primary client dies, yet 85%...

Advicent introduced new client report integration capabilities in its latest update of the NaviPlan financial planning software. 

Liveoak Technologies will provide solutions to streamline onboarding of new corporate customers. 

The new program features original video training sessions and a downloadable companion resource aimed at boosting collaboration with recordkeepers and TPAs. 

Janney will utilize Advicent’s NaviPlan financial planning software along with its expanded retirement income evaluation tools. 

Nearly one-third of investors globally say they would switch to Google, Amazon or Facebook for banking, insurance and financial advisory services. 

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...

Lincoln Financial Group’s Retirement Plan Services Business has launched a new online participant experience aimed at simplicity and streamlined service.

“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 toolkit is designed to help advisers comply with the DOL’s fiduciary rule through a number of tasks such as switching from fee- to commissioned-based investments.

A few data points in particular jump out of a new Charles Schwab study that clearly indicate the fundamental changes experienced by the advisory industry in the last...

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...

Enterprise-level adviser technology providers are just fine with winning new business behind the scenes; two industry executives explain why “traditional advisory firms” should embrace them. 

If you had to guess, would you say that mobile applications or desktop web portals are top of mind for plan sponsor clients right now?

Robo advisers are likely here to stay; as they proliferate, how will traditional advisers stay competitive?