Tag: Selling

LIMRA’s 401(k) Scorecard for Q4 2010 shows sales had both positive and negative results.

A financial industry "insider" and a communications professional "outsider" gave actionable ideas on tackling a social media strategy at the ASPPA 401(k) Summit in Las Vegas.  

With the growing level of scrutiny surrounding qualified retirement plan fees, the value an adviser adds to a plan needs to be clearly defined.  

Fidelity Investments is making a tool available to advisers that helps them prospect more than 1.5 million retirement plans.

The Retirement Plan Advisory Group (RPAG) acquired the Defined Contribution Plan (DCP) Suite of Studies, conducted by Warren Cormier. 

One of the first things you learn in any kind of ERISA primer is that, as a fiduciary, you are expected to conduct yourself either as if...

The Hartford’s Retirement Plans Group (RPG) has formed a Channel Development team to assist the sales efforts of property and casualty (P&C) agents. 

Despite a lack of major upgrades to adviser-oriented Web sites, a recent report found overall improvements to online tools regarding annuities offered by financial services firms.  

Small-business owners are slowly starting to realize that they can’t handle retirement planning on their own, according toE. Thomas Foster Jr., Vice President and National Spokesperson of The Hartford's...

A recent study from kasina found that 60% of asset managers have a mobile strategy in place and recommended more firms develop one as soon as possible.   

Symetra Life Insurance Company named John Richter as vice president of National Accounts.

Transamerica Retirement Services has hired Steve Marsh as regional vice president in the company’s Southern Region.

Jake Reardon is the new National Sales Director at BCG Securities, a full-service broker/dealer (B/D) and wealth management firm. 

Allianz Life Insurance Company of North America announced organizational changes to its broker/dealer (B/D) distribution team. 

Cambridge Investment Research, Inc. has announced a strategic partnership with Retirement Plan Advisory Group (RPAG).  

Delaware Investments added one regional manager and an external wholesaler to its third-party retail distribution team. 

Retirement plan sponsors report that client service has now become one of their top reasons for choosing a new plan provider, according to a survey by Anova Consulting...

The Principal has published a white paper that aims to help advisers guide their plan sponsor clients through the search for the best-fitting retirement plan provider.   

An SEI Advisor Network  survey found nearly one-third (30%) of advisers said they are "optimistic" heading into 2011; however, only 3% of advisers said their clients felt the same. 

TD Ameritrade Institutional has been collaborating with third-party technology providers in order to open its Application Programming Interface (API) with its VEO management platform.