Tag: Marketing

RidgeWorth Investments launched a Web site dedicated to helping financial advisers learn how to use online tools to grow their business.

More than half (55%) of advisers say the most valuable service they provide to clients in or near retirement is helping the client maintain perspective and think clearly...

Is social media the next step in marketing? Or is it a means to connect with participants? These and other questions were discussed at the PLANADVISER National Conference...

Forward Management has appointed Jason Clarke as a Vice President of Sales and Eileen McCarthy as a Senior Product Marketing Manager.

Benefit Consultants Group (BCG) is hoping to increase its presence in the retirement plan marketplace with its new Partnership Program.

Longfellow Advisors, a Boston-based retirement plan consulting and advisory firm, has launched its Web site at www.longfellowadvisors.com.

Bank of America has hired nearly 40 Merrill Edge Financial Solutions Advisors (FSAs) in the Mid-Atlantic region, including Washington, D.C., Baltimore, and Philadelphia.

Nationwide Financial has created a Web site to help advisers stay up-to-date on regulatory and legislative changes, after a survey it conducted found this to be one of...

Prudential Retirement has launched Experience Prudential Retirement, a program for financial advisers and plan consultants to create customized marketing Web sites for prospects and clients.

Benefit Consultants Group (BCG) is rolling out a new Web site, www.bcgbenefits.com. 

BNY Mellon has launched Workbench Mobile, an iPad app enabling the firm’s institutional clients to authorize instructions and securely access key reports and account information.

Commonwealth Financial Network has partnered with Broadridge Financial Solutions to offer its advisers access to Broadridge’s Forefield applications.  

McGraw-Hill Financial Communications and ExpertPlan, Inc., are rolling out a presentation tool for financial professionals to use with 401(k) plan sponsor clients, called the Annual Plan Review Book.

Charles Schwab’s 2011 RIA Benchmarking Study found that meeting and adapting to regulatory changes was an impediment to growth, cited by 21% of firms for the first time...

National Advisors Trust has announced that three registered investment advisers (RIAs) have chosen to participate in the company’s Trust Representative Office (TRO) program.

Vigilant Financial Partners has appointed Shelly A. Horwitz as Partner, where she will lead the firm’s Retirement Plan Services efforts. 

LPL Financial’s ClientsFirst platform was first introduced in 2009, but has been revamped to better serve its retirement plan advisers.  

benefitsCONNECT announced that it has partnered with BackBone Inc., a health and technology communications firm, to provide brokers with a social media-driven user-engagement program.

A recent report from Financial Research Corporation (FRC) reveals that sub-adviser firms polled say their primary source of manager search information is the manager itself.

John Hancock Financial Network (JHFN) will begin offering its advisers practice management tools from the Retirement Plan Advisory Group (RPAG).