Tag: Marketing
Great-West Launches Education Website
Great-West Life has launched a website to help employers better educate workers on retirement planning and saving.
The Conversation Advisers Aren’t Having
Misconceptions about the Affordable Care Act, the need for long-term care and how to address the particular needs of women savers are opportunities for key discussions.
AssetMark Issues Firm Assessment Tool
Investment and consulting solutions provider AssetMark released a business assessment tool to help advisers measure practice values and identify growth opportunities.
Reaching Out to Bring in New Business
Past and current business relationships can help bring in new clients.
Want Referrals? Make the Fear Go Away
Referrals are all about fear! Asking your best clients and centers of influence (COIs) to connect you with their friends and colleagues is like asking them to write...
Young, Contented, But Fickle Investors
Investors who are younger and have less wealth are content with their financial advisers, but also quicker to leave them, according to Spectrem Group research.
Advisers Scout Financial Fitness as Skill Set
Financial wellness is getting more attention from plan advisers, according to speakers at a webinar by Financial Finesse, a provider of financial education services.
Segmentation Critical When Targeting RIAs
Developing sophisticated segmentation and sales strategies is critical to growing business with registered investment advisers (RIAs), according to new research by kasina.
BMO Simplifies Web Presence
Asset management service provider BMO Global Asset Management established a new website aimed at organizing all of the investment, recordkeeping, trust and custody services offered by the firm.
NaviPlan Gets a New Set of Features
Zywave expanded its NaviPlan financial planning tool with more cash management and client reporting features, among others.
Nice to Have, But Not a Replacement
Social media should complement rather than replace an adviser’s marketing plan, and advisers should move cautiously since missteps can cost, research found.
Hesitant to Go Mobile with Investing
A recent study found that while a large percentage of retirement plan participants now own smartphones and tablets, there is still a hesitance to use such technology for...
Reports Delve into Best Practices
Two reports from Cogent Research are designed to help advisers optimize communication materials and distribution strategy, as well as benchmark their practice against competitors.
Social Media Know-How for Advisers
LIMRA is offering a new training program by social media expert Erik Qualman, author of Socialnomics.
learner's permit
What You Need to Know About … Postagrams
Although social media and applications (apps) may still have some compliance hiccups in the adviser world, they can be useful marketing tools to grow your business.
Judy Diamond Debuts Prospecting Tool
Retirement Plan Prospector is a Web-based prospecting and research tool from Judy Diamond Associates for the defined contribution and defined benefits markets.
Raymond James Creates Portfolio Management Tool
An integrated portfolio management and research tool, the Portfolio Management Center (PMC), is powered by FolioDynamix and incorporates proprietary research from Raymond James Financial Inc.
TDA Makes Its Mark on Adviser Tech
TD Ameritrade Institutional brings its brand to technology for advisers, with a new "Veo Integrated logo."
Personal Communication Is Key for Millennials
What advisers say may not be as important as how they say it to high-net-worth Millennials, according the Spectrem Group.