Tag: Social media

Envestnet Tamarac, a division of Envestnet, Inc. that provides integrated portfolio software for independent advisers, has released the next generation of its client relationship management (CRM) application.

MassMutual’s retirement services division launched an enhanced participant website designed to make it easier for employees to prepare for retirement.

Technology now touches nearly every aspect of an adviser's practice, from relationship management and client retention to communication, referrals and client interaction.

The Securities and Exchange Commission (SEC) released guidance aiming to clarify how the testimonial rule barring certain marketing practices under the Investment Advisers Act applies to social media.

Those with retirement plans and health savings accounts (HSAs) offered by Wells Fargo can now track account information in a central online location.

Recordkeepers and other retirement plan service providers aren’t meeting client demand for online tools and reporting technologies shown to improve outcomes and ease administrative burdens.

Investment services firm Charles Schwab has rolled out Schwab OpenView Mobile, a customizable application that registered investment advisers (RIAs) can use to create a mobile presence for their...

TD Ameritrade Institutional revealed plans to develop and launch an “intelligent technology platform” for use by financial advisers.

TD Ameritrade Institutional launched a campus-to-career program to help independent advisory firms win and retain the next generation of financial services talent.

Milliman Inc., a provider of actuarial and consulting products and services, has enhanced its retirement-related mobile applications.

Investment management firm Vanguard will be partnering with HelloWallet, a financial wellness service, to help employees save more for retirement.

A new service from the Principal Financial Group enables workers to enroll in an employer-sponsored retirement plan through text messages.

The Financial Services Institute (FSI) launched a mobile application providing independent financial advisers and financial services firms remote access to advocacy tools and industry updates.

An updated mobile application from LPL Financial LLC provides better access to financial and market data, along with a new secure messaging system for communicating with clients.

Great-West Life has launched a website to help employers better educate workers on retirement planning and saving.

 Motivating someone to plan for an event that is years or even decades away is difficult.

The American College of Financial Services created the Financial Services Certified Professional (FSCP) designation, which seeks to help advisers understand client concerns.

Great-West Financial has launched a new mobile web application providing retirement plan participants’ account information.

Social media should complement rather than replace an adviser’s marketing plan, and advisers should move cautiously since missteps can cost, research found.