Tag: Client satisfaction

 Why do “best practices” get all of the attention??

They make major investment decisions, understand investment products and are interested in learning about financial matters. An Allianz Life study examines women, money and power.

The Online Plan Profit (k)alculator from Nuveen Investments shows plan profitability over time.

There are common threads in what is understood to be ethical behavior, but for retirement plan advisers having good business practices...

How do retirement plan advisers add value for clients and grow their business?

Over half the respondents in a survey said they would consider switching or starting a new adviser relationship if the adviser developed a written retirement income strategy.

Referrals and networking were touted as top acquisition strategies in 2012 by advisers, who expect to rely on the same approaches in 2013.

The definition of retirement is changing, which requires new considerations when planning.

The Confident Retirement approach created by Ameriprise Financial aims to help clients close to or actually in retirement feel more confident about their finances.

A guide from the Principal Financial Group helps advisers answer common plan sponsor questions about compensation.

A white paper on asset consolidation from Principal Funds highlights opportunities for investors and financial advisers.

LPL Financial adopted an annuity visualizer by Lincoln Financial Group to help its advisers explain the benefits and the different rider options of annuities.    

Chinese Americans are great at saving, according to research from Wells Fargo, but fewer than half of survey respondents have a written financial plan.

Pershing allowed a peek at mobile solution NetX360 iPad and iPhone apps at the INSITE conference in Hollywood, Florida.

A successful client/adviser relationship is 50% about investments and 50% about trust, according to Stacey Haefele, CEO of HNW, a marketing and technology firm.

Financial advisers can provide a valuable and necessary service to both defined contribution (DC) plan sponsors and participants—if advisers know what they need.

Advisers might want to take a look under the hood to see what’s causing private investors to think it is better to go it alone.

The Guardian Insurance & Annuity Co. Inc. is hosting a 401(k) summit focused on the micro- and small-plan markets.

Baby Boomers’ confidence in doing a good job preparing financially for retirement has declined.