September 18th, 2015

Social Advisers Find Prospecting Success Online Social media use by advisers of all ages is skyrocketing, according to a survey from Putnam Investments. In this year’s findings, more than two-thirds of advisers use four or more networks for business.  Read more > Sandwich Generation Needs New Messages About Saving Don’t just tell those stuck between obligations to aging parents and children they need to save more. Show them how. Read more > Don’t Be Intimidated by Independence It’s not for everyone, but one advisory firm founder says most retirement specialist colleagues are well suited for the move to independence. Read more > Prospecting Today Means Dealing with RFPs Sponsors’ use of a more formalized search process to find an adviser has become increasingly common, particularly among larger plans. “RFPs are now a standard part of prospecting,” says Greg Middleton, director, adviser support group at CAPTRUST Financial Advisors. Read more > MOST READ ARTICLES

PLANADVISER 2015 Top 100 Advisers – Profile of the Day “Channel Financial is a Minneapolis-based independent retirement consulting firm recognized nationally for our thought leadership,” the firm tells PLANADVISER. “We focus on improving the retirement experience by making the complex simple.” Read more > A Mismatch Between Financial Benefits and Help The mismatch between the sources of employees’ financial benefits and the sources of financial guidance means that many employees do not know how to use these programs effectively. Read more > Investment Product Launches for the Week This week’s new investment products and services include expanded institutional trading capabilities from CAPIS and Invest ‘n Retire; an investment-focused variable annuity from Nationwide; a multi-asset income fund from Fidelity; and a flexible QLAC from New York Life.  Read more > Enhanced Retirement Solutions Expands Into TPA Business Enhanced Retirement Solutions, a retirement plan consulting firm, will now offer third-party administration services, including plan design, documentation, compliance support and administration. Read more >

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