Tag: Selling

Holistic financial planning has been hailed by many industry studies as the way the advisory industry is moving—and new research suggests it could also be more lucrative.

MetLife has unveiled its redesigned Web site, including a broker and consultant homepage.

If you are looking for mutual fund Web sites that are useful in a particular area for advisers, a new report offers some insight.

Invesco Aim launched an enhanced Invesco Aim PlanForward Module 3 Benchmarking and Reviewing 401(k) Plans.

The Hartford has launched the Sales Assistant's Corner, an online resource to meet the professional needs of sales assistants.

In order to adjust with the changing landscape as Baby Boomers retire, financial advisers will likely take on a broader role and compete with a wider array of...

PLANSPONSOR has announced the finalists for its annual Retirement Plan Adviser and Adviser Team of the Year awards.

Pension Analytix, Inc., a marketing and analytical insights firm targeting companies that provide retirement services, has launched Acquisition Engine.

Research from Corporate Insight graded do-it-yourself retirement-planning calculator tools offered by brokerage firms to assist investors.

AIG Small Business, a division of AIG Commercial Insurance, said its AIG e-Excess platform now features a premium indication tool and multi-limit quote functionality to help brokers process...

During the financial crisis, millionaires did not express satisfaction with their advisers’ performance, but independent advisers fared better, a SpectremGroup study found.

In another week (or so), PLANSPONSOR will publish its annual Defined Contribution Survey.

A new report indicates that rollovers are a growing share of adviser businesses, even as they use it as an opportunity to reach beyond the initial rollover “event″.

Retail wealth management, particularly in the fee-based arena, could come out of the financial crisis much stronger, according to a recent TowerGroup report.

The best retirement plan advisers will be recognized through the fourth annual Retirement Plan Adviser and Adviser Team of the Year award.

Over the past several weeks, I’ve received a dozen different inquiries from providers and advisers, all wanting to know if we’re seeing any pickup in provider changes.

Memories of the 2008 Olympics are fading fast, but looking back I was most struck by the American team’s performance in the 400 freestyle relay.

A recent survey of small business owners by SurePayroll found that only one-third of small businesses currently offer 401(k) plans to their employees, and 45% of small business...