Tag: Selling

ING U.S. Investment Management became program manager for the adviser-sold portion of the state of Iowa’s IAdvisor529 Plan.

Americans are taking on more risk than they would prefer, according to a study by Northwestern Mutual.

The LiveWell Plus Mutual Fund IRA was launched by Sammons Retirement Solutions Inc. to help advisers gather retirement assets and provide a savings boost.

Clients sometimes wander away from the investment policy statement because of distorted perceptions of market volatility, Russell Investments found in an adviser survey.

The youngest affluent investors don’t watch TV, listen to the radio or read newspapers. So how do advisers engage Generation Y?

The Future of Finance Project’s aim is to shape financial services into a more trustworthy industry.

Women of color, even those with access to employer-sponsored plans, are not prepared for retirement, a survey indicates.

Advisers may think they are recommending the best products, but what do their clients think of the advice?

Advisers are gearing up for growth with technology investments, customer service and training, according to a survey by TD Ameritrade.  

Less than half (43%) of Americans who are actively planning for retirement intend to meet with a financial adviser to review investment strategies this year.

PLANSPONSOR has announced the finalists for its annual Retirement Plan Adviser of the Year awards, in three categories.

Advisers need to integrate workflows, technology and human capital, according to a white paper from Fox Financial Planning Network (FFPN). 

Advisers divulged winning strategies at NAPA/ASPPA 401(k) Summit.

Nationwide Financial takes on client fears and retirement planning challenges in “Let’s Face It Together,” a newly launched campaign that supports advisers.  

The ripest sales opportunities for advisers may be men and women, age 35 to 64, with incomes of $150,000 to $249,000, according to Nationwide Financial.

The growing opportunity in IRA rollovers should be a key component of financial services firms’ strategies over the next five years.

 Putnam Investments  aims to shine a light on the critical role of innovation in driving outcomes for advisers and investors.