Tag: Selling

In the retirement plan world, change equals opportunity for financial professionals, and change has been a constant among 403(b) plans since the Internal Revenue Service (IRS) passed significant...

Fewer than 20% of investors under the age of 40 feel they received adequate financial advice following a recent life event. 

The Confident Retirement approach created by Ameriprise Financial aims to help clients close to or actually in retirement feel more confident about their finances.

A white paper on asset consolidation from Principal Funds highlights opportunities for investors and financial advisers.

Chinese Americans are great at saving, according to research from Wells Fargo, but fewer than half of survey respondents have a written financial plan.

Pershing allowed a peek at mobile solution NetX360 iPad and iPhone apps at the INSITE conference in Hollywood, Florida.

Long-term care needs and how they fit into financial and estate planning are examined in “The Advisor’s Guide to Long-Term Care.”

A more compelling user experience, rising use of smart devices, and access to information and market news are driving demand for financial services apps.

Ann Schleck & Co. and ShoeFitts Marketing have teamed up to offer Voilá, a marketing and branding program for retirement plan advisers.

The number of Americans reaching age 65 each year will continue to grow beyond the Baby Boomers, according to a trend analysis from LIMRA.

Professional football teams are often known for having a recognized strength in one of two areas – either offense or defense.

Natixis Global Asset Management (NGAM) enhanced tools to help retirement plan advisers manage, improve and expand their practices.

A publication from Dechert LLP and RR Donnelley addresses advertising by registered investment advisers (RIAs) so they can keep compliant.  

Plan advisers play a vital role in helping sponsors understand how their decisions ultimately impact participants.  

A survey of retirement plan advisers (called “consultants” in the study) said they must make changes if they want to increase sales and retain more business. 

If there’s a magic number that helps people feel optimistic about a successful retirement, it’s half a million, according to Maritz Research.

Five years after the financial crisis, Main Street investors remain pessimistic about their finances and don’t feel wealthy enough to require financial advising services.

Unsurprisingly, client retention is one of the top areas of focus for advisers who make the move to the independent model.

Advisers might want to take a look under the hood to see what’s causing private investors to think it is better to go it alone.

Middle-class Americans need professional financial advice, but many do not think they can afford it, a NestWise source says.