Tag: Selling

A poll taken during an executive roundtable panel at the 2014 PLANADVISER National Conference found that 86% of attending advisers look to work force retirement readiness as an...

Financial services providers are failing to connect with the Millennial generation, according to new study by BNY Mellon and the University of Oxford.

The Guardian Life Insurance Company of America announced an appointment to the newly created position of field director of retirement plan sales.

A new white paper from consulting and communication solutions firm ShoeFitts Marketing helps financial advisers establish and adhere to key social media best practices.

The emergence of digital technology and increasingly connected investors has the potential to unsettle the dynamics of the financial advice industry, according to a Celent report. 

Mercer Investments is adding four senior investment professionals to its staff to provide additional client support across the firm’s North America regions.

The Guardian Life Insurance Company of America says more than eight in 10 (81%) of its financial representatives regularly engage with clients  and prospects on social media channels.

The LIMRA Secure Retirement Institute (SRI) estimates that 1.5 million people will retire annually from now until 2025, creating significant demand for advice on spending and investing in...

The Institute for the Fiduciary Standard is recognizing September as a month for renewed focus on fiduciary issues and outreach.

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

A gap exists between what financial advisers say during early-stage client meetings and what truly resonates with prospects, according to a new survey form Pershing.

Companies seeking to capture defined contribution (DC) retirement plan rollovers need to understand who is influencing retirees’ decisions.

Professional retirement plan advisers are central to the strategic direction, administration, and overall performance of the retirement plans they serve, says new research.

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.

National Financial Partners Corp. (NFP) acquired the Cincinnati-based Benefit Resources Inc., an insurance consulting and brokerage firm. The deal closed on July 31. 

Parents are thinking about their strategies for saving for children’s college costs, and one-third are turning to advisers for help.

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.

Many small business owners in the U.S. have trouble focusing on their own retirement preparedness, despite generally high levels of personal wealth and financial savviness.

Guide Financial, a provider of software solutions for advisory firms and financial institutions, has launched a new investment analytics and portfolio builder program.

RCS Capital Corporation (RCAP) has entered into an agreement to purchase independent broker/dealer Girard Securities, Inc., further expanding the RCAP advisory network’s major 2014 growth.