Tag: Selling

Franklin Templeton Investments has named Drew Carrington as senior vice president and head of Defined Contribution (DC), Institutional.

The American College of Financial Services created the Financial Services Certified Professional (FSCP) designation, which seeks to help advisers understand client concerns.

Great-West Financial has launched a new mobile web application providing retirement plan participants’ account information.

Social media should complement rather than replace an adviser’s marketing plan, and advisers should move cautiously since missteps can cost, research found.

A poll of consumer preferences found that consumers in financial distress most prefer reaching out to a qualified professional.

Two reports from Cogent Research are designed to help advisers optimize communication materials and distribution strategy, as well as benchmark their practice against competitors.

LIMRA is offering a new training program by social media expert Erik Qualman, author of Socialnomics.  

Health and marital problems are secrets most often kept from advisers, according to research by Securian Financial Group.

High-net-worth investors at diverse income levels differ in a number of ways ranging from investment strategies to social media usage, according to the Spectrem Group.

Two things always on a plan sponsor’s mind—retirement readiness and fiduciary responsibility—are opportunities for retirement plan advisers.

Retirement Plan Prospector is a Web-based prospecting and research tool from Judy Diamond Associates for the defined contribution and defined benefits markets.

Where there’s pain, there’s opportunity. And there are few parts of the retirement world experiencing as much pain right now as the $2.6 trillion (per Investment Company Institute...

TD Ameritrade Institutional brings its brand to technology for advisers, with a new "Veo Integrated logo."

What advisers say may not be as important as how they say it to high-net-worth Millennials, according the Spectrem Group.

NFP Advisor Services Group unveiled the Retirement Center, which consolidates access to retirement resources and plan experts to support retirement plan advisers.

They make major investment decisions, understand investment products and are interested in learning about financial matters. An Allianz Life study examines women, money and power.

Time and resource management were named as key challenges to participating in the multi-billion dollar micro- to small-plan retirement market, a survey found.

Over half the respondents in a survey said they would consider switching or starting a new adviser relationship if the adviser developed a written retirement income strategy.

Jeff Pawliger has been named regional director in Janus’ Advisor Solutions Group.

Referrals and networking were touted as top acquisition strategies in 2012 by advisers, who expect to rely on the same approaches in 2013.