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Rhode Island the Next Stop for DOL Fiduciary Seminar |
The “Getting It Right – Know Your Fiduciary Responsibilities” seminar will be held in Providence, Rhode Island, on June 28.
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Register Now for the 2018 PLANADVISER National Conference |
Annually, the top tier of retirement plan advisers from across the U.S., including the PLANADVISER Top 100 and the PLANSPONSOR Retirement Plan Advisers of the Year, gather in Orlando, Florida, for three days of discussion and debate; reserve your spot today for the 2018 event.
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DOL Fiduciary Rule Ambiguity Mustn’t Derail Quality Client Service |
With so much uncertainty now overhanging the future of the DOL fiduciary rule expansion, the onus is squarely on advisers, broker/dealers and recordkeepers to decide how they will respond; we hear from one small advisory firm in Northern Ohio that will carry on with business as usual.
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Organizations Team Up to Encourage Adviser Gender Diversity |
One main goal is to motivate more women to become financial advisers through business network referrals.
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Most Advisers Marketing on Social Media Say They Have Won New Clients |
Financial advisers almost universally report the use of social media has changed how they communicate with and win new clients; however, they disagree to some extent about the real impact social media use has on the quality of client relationships, and by extension, business performance.
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Community Engagement and Next Gen Adviser Recruiting |
Working Texas Tech University, Advisor Group has published a new survey examining how young professionals entering the advisory filed think about their current work and future career prospects; researchers also highlight the importance of community engagement for elevating the advisory profession.
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Inside View of Sales Strategy and Competition at America’s Best 401K |
Josh Robbins, lead strategy officer for the direct-to-sponsor plan provider America’s Best 401K, offers a closer look at the virtues and potential weaknesses of the firm’s “disruptor” model and short sales cycle.
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