Affluent investors in the Gen X demographic – between the ages of 29 and 44 – using advisers saw significantly less growth in their portfolios last year than those...
Still River Retirement Planning Software and RetirementWORKS developed a retirement consulting unit, along with four white papers, to present its new strategies for serving the retirement marketplace.
Being knowledgeable and trustworthy are the most important factors people consider when searching for a financial adviser, the First Command Financial Behaviors Index found.
State Street Global Advisors (SSgA) and the Wharton School of Business have published a study that found 17% of investors use two or more financial advisers–and most don’t...
Less than five percent of advisers have shifted their practice to exclusively serve the Baby Boomer market, but researchers say this percentage is likely to grow.
Nearly two-thirds (62%) of advisers say their greatest pitfall in communicating with clients is lack of frequency, according to an SEI Advisor Network poll.
McCready and Keene, a OneAmerica company, announced that its trust solution platform, Premier Trust, is available for distribution via registered representatives.
In a Webinar discussing the power of real-time marketing on social media platforms, authors of a new book asked the financial industry–why are we so behind?
DWS Investments, the U.S. retail unit of Deutsche Bank’s Asset Management division, appointed Tiffani Potesta as a Director and Senior National Account Manager.
American Pension Services, Inc. announced a partnership with T3Direct Marketing of Modesto, Calif., which will reimburse advisers for prospecting appointments.
Half (51%) of advisers agree that having a fiduciary standard is an “extremely” or “very” big differentiator when attracting new clients, according to ByAllAccounts, Inc., an account aggregation...