According to recent research conducted for Everplans by Cerulli Associates, 93% of advisers believe they will retain the assets of heirs when their primary client dies, yet 85% of children fire the financial adviser after their parent dies.
Tag: CRM software
Advicent introduced new client report integration capabilities in its latest update of the NaviPlan financial planning software.
Liveoak Technologies will provide solutions to streamline onboarding of new corporate customers.
The new program features original video training sessions and a downloadable companion resource aimed at boosting collaboration with recordkeepers and TPAs.
Janney will utilize Advicent’s NaviPlan financial planning software along with its expanded retirement income evaluation tools.
Nearly one-third of investors globally say they would switch to Google, Amazon or Facebook for banking, insurance and financial advisory services.
Many more Millennial millionaires say they expect their financial adviser to initiate contact at least once a week compared with wealthy Boomers and Gen Xers, according to Spectrem Group.
Lincoln Financial Group’s Retirement Plan Services Business has launched a new online participant experience aimed at simplicity and streamlined service.
“People are far more likely to take a path of less resistance by seeking out recommendations from trusted sources or choosing firms whose brand they have become comfortable with over time.”
A new toolkit is designed to help advisers comply with the DOL’s fiduciary rule through a number of tasks such as switching from fee- to commissioned-based investments.
A few data points in particular jump out of a new Charles Schwab study that clearly indicate the fundamental changes experienced by the advisory industry in the last decade.
Digging into investment prospectuses and market data is only a part of what financial advisers do for retirement plan clients; perhaps it’s time to rethink what they call themselves?
Enterprise-level adviser technology providers are just fine with winning new business behind the scenes; two industry executives explain why “traditional advisory firms” should embrace them.
If you had to guess, would you say that mobile applications or desktop web portals are top of mind for plan sponsor clients right now?
Robo advisers are likely here to stay; as they proliferate, how will traditional advisers stay competitive?
The Plan Data Intelligence ReSource from ERISApedia.com offers “powerful online data mining of the most current Form 5500 filings.”
TIAA says voice recognition technology offers customers a “fast, easy and secure password alternative.”
The integration pairs a “fully customizable robo-adviser and account opening platform” with an “industry-leading CRM,” according to the firms.
Robo-advisers are growing by providing user-friendly, responsive and automated services to well-defined groups of investors.
The aim is to help advisers comply with the new fiduciary rule.