Tag: Selling

Is social media the next step in marketing? Or is it a means to connect with participants? These and other questions were discussed at the PLANADVISER National Conference...

With fee disclosure rules leading many to predict fee compression for advisers, how can you justify charging more than the average? What does it take to become “the...

The MassMutual Retirement Services Division has added Carl Steinhilber and Roderick Toppin to support its nonprofit retirement plan market.  

Forward Management has appointed Jason Clarke as a Vice President of Sales and Eileen McCarthy as a Senior Product Marketing Manager.

Lincoln Financial Distributors (LFD), the wholesale distribution subsidiary of Lincoln Financial Group, named Tom Tooley as Head of Insurance Solutions Distribution.

Schroders appointed David Jodka, CIMA, as National Sales Manager, US Intermediary Distribution.

Benefit Consultants Group (BCG) is hoping to increase its presence in the retirement plan marketplace with its new Partnership Program.

Karen Olsen, Jason Timko, and Anna Toy are Ascensus’ newest Regional Vice Presidents for its Florida, New York Metro and Pacific Northwest territories, respectively. 

Louis Slagle was promoted to sales director of Securian Financial Group’s Independent Distribution Group (IDG).

Bill Simon, Jr. has joined Brinker Capital in the newly created position of Managing Director, Retirement Plan Services.

M&I Institutional Trust Services has named Jeffrey Wallace as Vice President and Regional Sales Director for California and Nevada.

Prudential Retirement has launched Experience Prudential Retirement, a program for financial advisers and plan consultants to create customized marketing Web sites for prospects and clients.

MassMutual has hired Garrett Carlough and Andrew Hanlon as sales directors to its Retirement Services sales and client management organization.

Sixty percent of asset managers rely on their wholesalers to develop and manage their own business plans for their territories, according to kasina, but few firms provide the...

Recordkeeping firm Benefit Plans Plus (BPP) has promoted Wes Rommerskirchen to Supervisor.

BPAS, a national provider of retirement plan services, has added Ryan Fay to its sales team.

A recent Cerulli report says that while "primary" retirement markets represent nearly $14 trillion in 2010, Cerulli identifies six niche markets currently representing $1 trillion.

The Newport Group appointed Anthony Laudato as Vice President and Chief Actuary, leading the firm’s bank-owned life insurance (BOLI) line of business.

A recent report suggests that asset managers need to be using digital media to attract registered investment advisers (RIAs).

Great-West Retirement Services has appointed J. Chris Luttges as regional 401(k) sales director for northern Virginia and the District of Columbia.