Tag: Selling

AllianceBernstein enhanced its FastTrack presentation with new data and input from plan sponsors and plan participants.

OppenheimerFunds unveiled CEO Advisor Institute, a program designed to teach advisers to think like chief executives but continue to engage as trusted global advisers.

A growing number of financial advisers are embracing social media to acquire and service clients, but perceive the return on investment as mediocre, a survey found.

 Commonwealth Financial Network introduces Four-Corner Marketing, an online tool to provide advisers with access to preapproved materials to strengthen client relationships and market to prospects.   

High-net-worth younger investors, or accumulators, could be a key market for advisers, according to a study by the research firm Hearts & Wallets.

Most households with $100,000 to $500,000 in investable assets for retirement have no formal retirement income plan or are not engaged with a financial adviser.

Independent broker/dealer Securities America has designated October “Continuity Planning Month” to address the gap in understanding of the difference between continuity plans and succession plans.

Customer relationship management (CRM) software is not just “contact management on steroids,” according to a source at Schwab.

Multidiscipline practices (MDP) offer benefits to advisers and their clients, but face some unique obstacles, according to a study by NFP Advisor Services Group.

Schwab Intelligent Technologies and Salentica Inc. have integrated Salentica Advisor Desk with Schwab OpenView Gateway after a successful pilot program this summer.

The Merrill Lynch Affluent Insights Survey found families cautiously optimistic and regaining control of their financial lives.

A library of videos, articles and infographics was launched by Putnam Investments aimed at helping advisers to use social media and technology in practice management.

Retirement plan solutions provider Ascensus announced expanded efforts to drive results for advisers in retirement plan servicing.   

More than just cold calling, marketing and prospecting requires defining your brand and your value proposition, said Jason Chepenik, managing partner of Chepenik Financial.

Although the 404(a)(5) participant fee disclosure deadline has passed, advisers continue to play an important role in helping plan sponsors and participants understand fee disclosure statements.

When The Hartford announced it would be selling its retirement business, MassMutual perked up.

The professional retirement plan adviser profession will be fundamentally transformed during the next three years, according to a study from Diversified.

LiveWell Models, a series of risk-based asset class model portfolios created for the LiveWell Retirement Series, were introduced by Sammons Retirement Solutions Inc.