Tag: Selling

New research from financial analytics firm Cerulli Associates finds “mega adviser teams” with at least $500 million in assets under management control 42% of the total advice market.

The Retirement Advantage, Inc. (TRA) released a new mobile application offering financial advisers and wholesalers remote access to key sales and plan administration resources.

Pensionmark Retirement Group added a new affiliate office location in Westlake, California, under the firm’s Advisor Support Program.

Giuliana Rivers joined benefits consulting firm Mercer within its defined contribution (DC) advisory practice.

AllianceBernstein LP, a global investment management firm, announced that Roberta Matheny has joined the firm as vice president and senior client service officer.

Technology now touches nearly every aspect of an adviser's practice, from relationship management and client retention to communication, referrals and client interaction.

Scott Schaerer joined Pentegra Retirement Services as a regional director in charge of qualified plan sales and business development on the West Coast.

When recruiting, don’t automatically look past wirehouse advisers, says Neal Simon of Highline Wealth Management, because they might be a firm’s value add. 

A practice is more than just a way to collect a paycheck, says Jeff Concepcion. Many advisers think of it that way, but when they want to monetize...

Prediction: Multiple employer plans (MEPs) will grow faster than nearly any other segment of the retirement industry over the next ten years.

It’s a phenomenon unique to the retirement planning advice industry that even those participants who make good investment decisions often don’t know they’re making good decisions.

Great-West Lifeco Inc., which owns investment services firms Great-West Financial and Putnam Investments, will combine the retirement businesses of both subsidiary companies.

Alliance Benefit Group (ABG), a network of 14 regional consulting and financial services firms, launched the 401(k) Choice platform for broker/dealers and financial advisers working with retirement plans.

Retirement plan technology providers fi360 and Castle Rock Innovations launched a collaborate solution that combines the firms’ various data technologies and adviser tool sets.

Standard Retirement Services Inc., known as The Standard, reached a partnership agreement with M Financial Group for the development and distribution of qualified retirement plan services.

Advisers who team up and use outside specialists provide higher client satisfaction and achieve greater returns, says Bellaria Jimenez of MetLife Solutions Group.

Ross Brown joined retirement plan services and consulting firm Verisight Inc. as a senior vice president of institutional sales.

The delicate issue of clients who need to balance their own financial needs in retirement with the desire to help grownup children is a potentially loaded topic for...

Jeff Gratton, a managing director at the independent retirement advisory firm SageView, has been promoted to the role of chief marketing officer.

Chris Basse joined Cornerstone Retirement Advisors as a client relationship manager tasked with supervising and improving overall customer experiences for firm clients.