Tag: Selling

Through a national “listening tour," Transamerica Retirement Services has identified the most common trends among financial advisers in the retirement industry.

AXA Equitable Life Insurance Company selected Richard Frink to be its 401(k) national sales manager.

Virtus Investment Partners is expanding its sales force with a new team to focus on the independent broker and registered investment adviser (RIA) channels. 

Direxion, a provider of alternative investment solutions, has named Harold W. Clemons as senior sales director for the Mid-South Region.

Russell Investments has introduced a mobile application based on its adviser-facing website.

ASPire Financial Services has hired Eddie Griffin as Regional Director of Sales in the Northeast Region.

FiPath has launched FiPath for Advisors, an online marketing solution to help advisers generate leads.  

If critics of the financial services industry or the retirement industry in particular say product offerings are too complicated, Prudential contends that’s where advisers come into play.  

Two market-research firms have found that more than half of defined contribution plan participants do not have a relationship with a financial adviser around the time of retirement.  

The Principal has produced a small-plan market tool kit that offers resources to help financial professionals tap into a growing market segment and build their practices with diversified...

TD Ameritrade announced an integration of Saleforce customer relationship management (CRM) software, along with other third party systems, into its Veo adviser platform.  

According to Geoffrey Ward, National Director of the MetLife Pension Resource Center, the retirement plan advisory business has transformed from one that sells products to one that takes on...

Many financial advisers are not using the most efficient marketing tactics, according to a survey from ByAllAccounts, Inc., an account aggregation service firm. 

Carol Geremia and James Jessee have been named as Co-Heads of Global Distribution at MFS.

MassMutual's Retirement Services Division has selected Shefali Desai to be National Sales Leader of Emerging Markets.

Schwab Advisor Services has launched a campaign called “RIA Stands for You,” a multi-media initiative to help attract affluent investors to the independent RIA category.

Mutual of Omaha has expanded its 401(k) product distribution team in the Northeast with two new retirement plan wholesalers, Ken Cappelli and Tom Mirra.

Financial advisers who cut their fees during market downturns, a practice referred to as 'sympathy pricing,' are hurting their businesses in both the long and short terms, a...

Lincoln Financial Distributors (LFD) has added three regional sales directors to its Institutional Retirement Solutions Distribution (IRSD) team.

Sentinel Investments appointed three industry veterans to key distribution roles: David R. Cohen, Chris Grant, and Greg Pierce.