Tag: Marketing

There is greater need for special needs financial planning, based on increasing life expectancy for some and rising diagnoses of autism, says Securian Financial Group.

Securian Financial group has unleashed a campaign called BOLD, for “Business Owner Life-stage Design,” that helps advisers address and plan for the many financial needs of small business...

What are some secrets to a thriving retirement plan business? Advisers share tips to increase this part of their book of business.

The formula behind successful firm marketing and public relations in the retirement planning industry includes a combination of authenticity, clarity and consistency.

Ranging over a number of factors that impact branding and differentiation, panelists at the 2014 PANC in Orlando, Florida, discussed what builds a retirement plan adviser's brand.

Retirement readiness can be strengthened by financial wellness programs, say Compass Financial Partners and Financial Finesse, which recently agreed to partner.

Merrill Edge’s MythBuster, which helps small-business owners navigate retirement plan choices, can be a resource for advisers answering questions about starting a plan.

The Total Social Security program, from Senior Market Sales, supplies advisers with the necessary tools and resources to serve growing client demand for Social Security strategies.

Triad Hybrid Solutions, a registered investment advisory firm (RIA) newly created by Triad Advisors, serves fee- and commission-based independent financial advisers.

Only 18% of advisers surveyed target Gen Y clients, and 57% prefer new clients with assets of more than $250,000, according to The Principal Financial Well-Being Index: Advisors. 

Having an actual plan makes a big difference to achieving retirement goals, and having an actual adviser makes a big difference in having that plan, research says. 

 We’re all going to live longer, according to research, but how capable are we going to be? People’s No. 1 concern is losing cognitive ability, a report says. 

Compliant-ready messages on a range of topics are available to Voya’s 2,400 affiliated advisers and registered representatives.

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

It’s well known that federal auditors look for red flags to target review efforts, but one service provider says retirement plan advisers should use them for better business...

Investors tend to be more satisfied with the performance of their financial adviser when they’ve been introduced through a family referral, says new research from Spectrem Group.

Members of Generation Y (also known as Millennials) are struggling to reach financial security, but that doesn’t mean financial services firms can afford to overlook them.

Technology can replicate the value of a good assistant.

The Securities and Exchange Commission (SEC) released guidance aiming to clarify how the testimonial rule barring certain marketing practices under the Investment Advisers Act applies to social media.

How much do you really know about successful networking at events?