Tag: CRM software

Voya Financial, Inc.’s retirement solutions business has launched myOrangeMoney, an online retirement planning portal that helps participants manage their accounts and plan for their unique financial future.

Schwab Intelligent Technologies reached an agreement with Morningstar, Inc. through which the investment research provider will participate in the Schwab OpenView Gateway technology platform.

AIG Advisor Group established a partnership agreement with Castle Rock Innovations Inc. to implement the AXIS Retirement Analytics Platform (AXIS), an integrated benchmarking and disclosure system.

Client demand is increasing for “face-to-face” financial advising through video chat services, from Skype to FaceTime.

New York Life Retirement Plan Services has released an interactive Retirement Readiness Dashboard to help 401(k) plan sponsors and plan advisers better gauge the effectiveness of their plans.

Failure to communicate effectively with clients and their families will likely damage a financial adviser’s long-term business success, according to the Financial Planning Association (FPA).

Ninety percent of investors say being able to resolve problems and answer questions quickly are critical characteristics of consumer-focused financial advisers, according to a John Hancock survey.

Cambridge Investment Research announced two new partnerships that bring expanded client service capabilities to the firm’s independent advisers.

Investment firms that actively mentor younger advisers are likely to gain a competitive advantage over the next decade, according to the J.D. Power “2014 U.S. Financial Advisor Satisfaction...

Independent broker/dealer firm First Allied Securities Inc. launched the new Pentameter practice management portal and integrated business consulting process for financial advisers.

Commonwealth Financial Network launched a new client management dashboard, Client360°, to help financial advisers unify client information and streamline access to planning tools and accounts.

Summit Professional Networks has acquired Pension Data Resources, Inc. (PDR), known in the retirement planning industry for its PensionPlanet.com brand.

A strong majority of broker/dealer and registered investment adviser (RIA) firms surveyed by Fidelity Institutional see the emergence of digital advice models as a positive industry trend.

Compliance consulting firm Lexington Compliance launched a registered investment adviser (RIA) registration service to help clients establish and manage new independent financial services firms.

Whether their plan is soliciting requests for proposals (RFPs) or not, plan officials have the fiduciary duty to understand how their service providers’ Web offerings match the competitions’.

BOK Financial launched a new website for retirement plan sponsors and participants.

Thomson Reuters launched the Thomson ONE Anywhere mobile wealth management solution for iPad and Android tablets.

New research from financial analytics firm Cerulli Associates finds that 53% of financial advisers’ clients are between 50 and 70 years old.

Retirement planning software provider Trust Builders, Inc. is partnering with employee benefits and compliance expert Kristi Cook on the next release of The Retirement Analysis Kit (TRAK) system.

Technology can replicate the value of a good assistant.