A new survey suggests advisers are also using social media more often to reach new clients, though many argue that better technology tools would greatly help with this.
The firm is partnering with vWise Inc., a platform designed to be effective in institutional, adviser-sold and retail financial markets.
eMoney Advisors adds new features to Monte Carlo set; Investors Heritage launches latest fixed index annuity; Wisconsin and Voya Investment Management reduce fees on Tomorrow’s Scholar 529 program; and more.
A Broadridge Asset Management expert explains how financial advisers can follow in their tracks.
These include model management, proposal generation, unified managed accounts, overlay models, online reporting and the consolidation of plan data.