Tag: customer relationship management (CRM)

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?

The Plan Data Intelligence ReSource from ERISApedia.com offers “powerful online data mining of the most current Form 5500 filings.”

TIAA says voice recognition technology offers customers a “fast, easy and secure password alternative.”

The integration pairs a “fully customizable robo-adviser and account opening platform” with an “industry-leading CRM,” according to the firms. 

Robo-advisers are growing by providing user-friendly, responsive and automated services to well-defined groups of investors. 

The aim is to help advisers comply with the new fiduciary rule.

OppenheimerFunds created the CEO Advisor Institute to help financial professionals “run their businesses like world-class CEOs and engage their clients as trusted global advisers.”

It’s not just investment gurus and behavioral scientists who have big ideas about helping individuals and institutions prepare for the financial future. 

The independent broker/dealer network is making a team of technology experts available to help advisers utilize new client service and practice management technology platforms.

AssetMark is out with a new analysis of advisory practices with AUM growing 20% or more each year.

According to one Fidelity executive, the key to getting customers to embrace a new service is to include them in its development. 

The Envestnet platform is now part of Advisor Group’s comprehensive offering for financial professionals serving the retirement plans marketplace.