Tag: Client satisfaction

The principal of financial adviser inclusion and diversity at Edward Jones reflects on her job leading the advisory company’s revamped diversity efforts—informed by her own first career as...

The financial services and retirement advisory industry has collectively invested tens, if not hundreds of millions of dollars in the last decade to boost the use of big...

Nomination forms for the 2018 PLANSPONSOR Retirement Plan Adviser of the Year and Plan Sponsor of the Year Awards are now available.

New research from Fidelity warns that plan sponsors’ increasing focus on health care is cutting back the amount of money and time they have to devote to retirement...

A study by the CRR finds that while there are several sources of financial assistance for those suffering from cognitive impairment, some of these are underutilized.

The firm is launching a new website and digital tools to help advisers market their practice to retirement plan sponsors.

Greater use of centralized portfolio management means advisers are under pressure to prove their value in other ways, such as offering financial wellness programs.

With the equity markets riding high, more advisers are contemplating how to secure downside protection for their clients’ portfolios. 

Ron Cohen, head of DCIO sales at Wells Fargo, compares the surprisingly wide gap between what plan sponsors expect from their advisers versus what advisers generally prioritize. 

"Plan advisers can also use this as a tool to deepen relationships and continue to add value to a sponsor,” says Charlie Nelson, CEO of Retirement for Voya...

As one would expect, advisers have a greater impact on plan performance when they play a more active role in the retirement plan committee’s ongoing discussions and decisions...

Nationwide’s new DOL website will offer retirement plan advisers a suite of tools to help them navigate an evolving regulatory space. 

 

Firm’s Decipher tool uses cloud-based artificial intelligence to determine how investors feel about different real-life scenarios involving money.

 

The straight-through processing (STP) system is designed to help financial advisers open investment accounts with less paper and less room for error.

Experts ask, what role can or should the retirement plan adviser play in pushing employers to be more paternalistic and generous with employee benefits? 

Of the more than half of Americans who don’t receive professional financial advice, 45% say it’s due to a lack of confidence.

Financial Engines says it has clear and compelling evidence that Americans strongly favor stricter conflict of interest protections when it comes to retirement investment advice.