Tag: customer relationship management (CRM)

New polling from J.D. Power explores the similarities and differences among groups of “self-directed” investors. 

A little more than six in 10 CFA charter holders say they have some familiarity with automated financial advice tools, “implying a fairly high level of awareness overall.”

The new FinLife Partners organization will offer an all-in-one approach to practice management support services for financial advisers. 

Morningstar and Redtail Technology announced an agreement to add Redtail's CRM functionality to Morningstar Office for financial advisers.

More than half of medium and small-sized asset managers (less than $100 billion in assets under management) report they are “still cleaning and trying to understand their big...

The firm has launched a redesigned Workplace Retirement site.

Betterment for Business already confirmed it would be launching an integrated 401(k) advice and recordkeeping platform back in 2015, but now the service is officially available to employers. 

It’s not surprising that independent advisory business owners want to keep growing their practices in 2016, but their level of confidence in the face of volatility and unfavorable...

As financial services companies enter the new year, LIMRA finds their use of social media is rapidly shifting to include more business development. 

Updates and improvements have been made across John Hancock Retirement Plan Services’ digital presence. 

A new SEI survey asks advisers to predict what their day to day work will look like in another decade. 

Dave Gray, a Charles Schwab executive tasked with shaping and managing client experience, tells PLANADVISER technology development and integration will be a top theme in 2016.

Pensionmark debuted a variety of new and enhanced adviser deliverables aimed at improving and streamlining various business, investment and client service processes. 

Schwab Advisor Services finds a majority of independent registered investment advisers are projecting healthy growth in the year ahead. 

Not convinced that robo-advisers are shaking up the defined contribution retirement plan advisory space? This week’s news that digital-advice darling Financial Engines will acquire a firmly established traditional...

Advisory firms in the Alliance Benefit Group will be able to leverage iJoin’s proprietary suite of enrollment and planning tools. 

Research findings published by LIMRA Secure Retirement Institute suggest some affluent investors are test driving robo-advisers and shopping around for the best tech-enabled wealth management. 

Fidelity suggests six steps for advisers to embrace technology.

Celent shares helpful tips for how to choose and smoothly implement new advisory practice technologies—and why embracing new tech is not really an option.

Process Unity unveils new integration with Salesforce, while BlackRock adds to its lineup of sustainable investing funds.