Tag: Selling

“Advisers who embrace technology—especially solutions to more efficiently handle tedious recurring client-service tasks—are going to be the ones who scale, grow and ultimately win.”

The new solution uses robo-advisory and automation technology from Trizic to enable FIS clients to cost-effectively manage smaller-balance accounts.

Experts ask, what role can or should the retirement plan adviser play in pushing employers to be more paternalistic and generous with employee benefits? 

The most popular practice management programs this past year dealt with Social Security and managing portfolios in light of uncertainty in the markets.

The solution is built around automated newsletters that establish regular contact with clients and prospects. 

Advisers widely like to use social media to cultivate client relationships—but they see limits on the value of social media interactions, with the vast majority passing on premium...

Survey data from COUNTRY Financial shows a quarter of women have never sought financial advice from a professional, compared to 15% of men.

The motivation is growth, particularly boosting assets and revenues, expertise and clients, and ensuring that a succession plan is in place.

In addition to 45,000 plans that were available in the prospecting system, the firm has added another 40,000 “to supercharge sales efforts.”

Amid the effort to roll back the fiduciary reforms, retirement advice providers that moved early to get into compliance with the proposed conflict of interest standards are left...

A deep dive into how sponsors are benchmarking their plans—and the results.

However, the motivation for moving outside assets or DC plan assets to the provider varies, so recordkeepers should tailor their communications to different groups.

According to recent research conducted for Everplans by Cerulli Associates, 93% of advisers believe they will retain the assets of heirs when their primary client dies, yet 85%...

A new Cogent Reports analysis explores the strong difference of opinion about the DOL fiduciary rule visible across different advisory market segments. 

Data shows many small business owners continue to work later in life, making them ripe targets for retirement advice and deep support with succession planning and wealth transitions.