Tag: Client satisfaction

Consensus is a new benchmarking tool to help retirement plan advisers gauge client satisfaction.

Commonwealth Financial Network has formed a partnership with PIEtech, Inc., a software developer for financial advisers.

Russell Investment’s Retirement Plan Architecture System takes a three-pronged approach to retirement plans: selling, implementing and servicing plans.

Bank of America plans to add more than 160 Merrill Edge Financial Solutions Advisors (FSAs) across Southern California and Arizona.

VALIC has named Troy Dryer managing vice president, relationship management.  

Nearly eight in ten advisers say that they are calling their clients more frequently and are telling them to expect continued economic volatility in 2012.   

Through a national “listening tour," Transamerica Retirement Services has identified the most common trends among financial advisers in the retirement industry.

Morgan Stanley Smith Barney has made enhancements to its consulting capabilities for defined contribution plans. 

State Street Global Advisors (SSgA) published a white paper outlining tax-management strategies for advisers to implement with clients before the year is out.  

Satisfying client expectations and the long-term viability of the advisory firms are the top two reasons advisers create a succession plan – personal retirement needs come in third.  

Sallie Krawcheck, former President of global wealth management at Bank of America, says the two biggest challenges facing the wealth management industry are attracting the next generation of...

Charles Schwab has unveiled several enhancements to its technology offerings that support independent registered investment advisers (RIAs) at its annual conference in San Francisco.

Pershing LLC, a BNY Mellon company, plans to expand access to its open-architecture technology platform, NetX360, with an online version. 

SunGard has launched a mobile strategy for retirement plan specialists and financial advisers focusing on wealth management. 

According to an Anova Consulting Group survey, small-market retirement plan sponsors report that defined contribution providers (or recordkeepers) are delivering a higher level of client service than retirement...

According to Geoffrey Ward, National Director of the MetLife Pension Resource Center, the retirement plan advisory business has transformed from one that sells products to one that takes on...

LPL Financial Retirement Partners has added a comparison function to its suite of tools for retirement plan advisers.   

Orion Advisor Services is releasing an updated version of its portfolio management platform, Advisor Desktop.   

Schwab Advisor Services has launched a campaign called “RIA Stands for You,” a multi-media initiative to help attract affluent investors to the independent RIA category.

A kasina study reaffirms that financial advisers align superior digital capabilities with the likelihood that they will use products offered by asset managers and insurers.