Tag: Selling

Liveoak Technologies will provide solutions to streamline onboarding of new corporate customers. 

Conventional thinking about product packaging and distribution just won’t cut it in tomorrow’s retirement advisory industry. 

Shifting regulations, evolving consumer demands and a strong response from established providers are real challenges, but low-cost automated 401(k) platform providers remain committed to DC industry disruption. 

Despite uncertainty around the future of the fiduciary rule, firms are clearly still committed to expanding fiduciary support services for their staff and clients—as demonstrated by the continuing...

The advisory firm collective is revamping its approach to providing advisers with the “support, partnership, and protection” they seek from a broker-dealer/RIA.

Nearly one-third of investors globally say they would switch to Google, Amazon or Facebook for banking, insurance and financial advisory services. 

Cerulli Associates measures a 10% jump in the number of people willing to pay for financial advice since 2008. 

Clients are demanding new approaches to investing and new ways to address fiduciary risks; advisers are finding ways to oblige them. 

As retirement plan advisers build their business, there are many considerations about how to add, manager and train staff.

Surveys show a majority of advisers believe they will continue to manage their clients’ money for multiple generations, even if they don't know the heirs. 

How firm owners grow their business—with competitors’ help.

While there is some uncertainty about the specifics, digital advice clearly has an important role to play in the advising industry for the years and decades to come.

Data provided by Fidelity shows organic growth among RIA firms dropped again in 2015; yet there is reluctance to take on major change in terms of pricing and...

The redesigned iPad app is aimed at putting more tools and resources at financial advisers’ fingertips. 

In the retirement planning and investment industry of the near- and long-term future, providers’ motivations will play a deep role in determining success.

The 35 million households of Generation X currently control more than $5.7 trillion in investable assets, yet they remain a “relatively underserved segment” of the investment advisory marketplace. 

Advisers have a lot of choice when it comes to fine-tuning their business model, but they must know what matters most to which clients.  

Advisers recommend an average of just 2.2 plan providers to prospective clients, a new report suggests. 

The new fiduciary rule will motivate sponsors to take a harder look at the offerings and performance of service providers—including recordkeepers, investment managers and advisers.