Tag: Client satisfaction

Invesco Distributors Inc. unveiled a website that gives advisers a simple step-by-step approach to address the growing complexities of retirement planning with their clients.

A new iPad application gives financial advisers registered with Symmetry Partners LLC mobile access to sales and marketing tools.

Invesco Distributors Inc. rolled out an iPad app designed specifically for advisers who work closely with defined contribution (DC) retirement plans.

Wealth Trace released a new version of its online retirement planning software for financial advisers.

 Linking technology to business needs is essential for true integration, yet many advisers still struggle with identifying a fully integrated solution.     

Individuals are more likely to implement a financial change when there is an explicit investment recommendation versus general guidance.

The mass affluent are expressing less anxiety about retirement and health care costs than they did six months ago.

OppenheimerFunds unveiled CEO Advisor Institute, a program designed to teach advisers to think like chief executives but continue to engage as trusted global advisers.

High-net-worth younger investors, or accumulators, could be a key market for advisers, according to a study by the research firm Hearts & Wallets.

ExpertPlan Inc. will provide recordkeeping and administrative services for One Capital Management LLC’s Strategic Retirement Solutions Model Program.

Most households with $100,000 to $500,000 in investable assets for retirement have no formal retirement income plan or are not engaged with a financial adviser.

Independent broker/dealer Securities America has designated October “Continuity Planning Month” to address the gap in understanding of the difference between continuity plans and succession plans.

Multidiscipline practices (MDP) offer benefits to advisers and their clients, but face some unique obstacles, according to a study by NFP Advisor Services Group.

Retirement plan solutions provider Ascensus announced expanded efforts to drive results for advisers in retirement plan servicing.   

The PLANSPONSOR 2012 Retirement Plan Adviser of the Year and Adviser Team of the Year shared some information about practice management in a final conference session.

A good quarterly review starts with an effective meeting agenda, panelists told attendees of the 2012 PLANADVISER National Conference.

403(b) plans offer advisers access to a large amount of assets.

Growth is ripe in the micro market – between $1 million and $5 million in retirement plan assets

Although the 404(a)(5) participant fee disclosure deadline has passed, advisers continue to play an important role in helping plan sponsors and participants understand fee disclosure statements.