Tag: client relationship management

Client Service September 21st, 2020

PANC 2020: Prospecting and Closing New Business in a Socially Distant Normal

Experts discuss best strategies for retaining and attracting new clients in a virtual world.

Products November 28th, 2018

Ameritas Launches New Retirement Plan Platform

It offers a comprehensive array of tools to help advisers serve retirement plan sponsors.

Products January 2nd, 2018

AdvisorEngine Acquires CRM Provider Junxure

The move enhances AdvisorEngine’s open architecture system and connects disparate technologies.

THOUGHT LEADERSHIP
SPOTLIGHT MORE

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Market Practice Innovation: Increased Efficiency and Impact in The Small Market

An excerpt from Ascensus President, David Musto's Keynote at PLANADVISER National Conference 2018

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The Rapid Evolution and Retirement Needs of American Small Business

An excerpt from Ascensus President, David Musto's Keynote at PLANADVISER National Conference 2018

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ESG Investing

An Interview with Jamie Bentley, SVP & National Retirement Sales Manager at PIMCO

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Women & Investing

An Interview with Jamie Bentley, SVP & National Retirement Sales Manager at PIMCO

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Map My Benefits

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Viability

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Balance Between Great Plans and Cost of Plans

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The HSA Opportunity: What Advisors Should Know

An interview with Steve Christenson, EVP at Ascensus

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Discipline and Consistency: The Case for Staying Invested for the Long Term

An interview with Kathleen Beichert, Head of Retirement, OppenheimerFunds

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HSA Myths and Misconceptions

An interview with Steve Christenson, EVP at Ascensus

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How to Invest in a Health Savings Account

An interview with Ryan Tiernan, Vice President of National Accounts at American Funds

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The Advisor’s Role – Defining Value in a Dynamic Market

An Interview with Bill Harmon, President of Retirement Corporate Markets, Voya Financial

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Challenges for the Modern Adviser

An interview with David Musto, President, and Bob Guillocheau, Chairman & CEO at Ascensus.

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Industry Trends – Consolidation, Technology and Client Solutions

An Interview with Bill Harmon, President of Retirement Corporate Markets, Voya Financial

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Health Savings Accounts: The Advisor Opportunity

An interview with Ryan Tiernan, Vice President of National Accounts at American Funds

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Who Should Use a Health Savings Account?

An interview with Ryan Tiernan, Vice President of National Accounts at American Funds

MARKET MIRROR

Thursday, the Dow closed 68.95 points (0.22%) lower at 30,991.52, the NASDAQ decreased 16.31 points (0.12%) to 13,112.64, and the S&P 500 lost 14.30 points (0.38%) to finish at 3,795.54. The Russell 2000 climbed 27.39 points (1.29%) to 2,155.35, and the Wilshire 5000 was down 40.80 points (0.10%) at 40,297.24.

The price of the 10-year Treasury note decreased 25/32, bringing its yield up to 1.126%. The price of the 30-year Treasury bond fell 1 1/32, increasing its yield to 1.869%.

Industry White Papers

The Decumulation Conundrum: Income In Retirement A record number of Americans are currently in retirement, and people are living longer.
Ascending Through the Fire With an Evolving Fiduciary Governance Approach Learn about the opportunity plan advisers have to position themselves as a chief governance officer with plan sponsors.
The Making of a Glide Path Investor reliance on TDFs underscores the importance of having a disciplined approach to glide path construction.
An ERISA Attorney’s Views on Target-Date Fund Selection Brad Campbell opines on how ERISA protects fiduciaries—if they document their decisions the right way.
Balanced retirement portfolios, no matter the balance of power. Perspectives on electing high-yield bonds and other non-core assets.
The Forgotten Participant Examining defined contribution participant investing behaviors and decision-making