Tag: CRM software

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.

OppenheimerFunds created the CEO Advisor Institute to help financial professionals “run their businesses like world-class CEOs and engage their clients as trusted global advisers.”

It’s not just investment gurus and behavioral scientists who have big ideas about helping individuals and institutions prepare for the financial future. 

The independent broker/dealer network is making a team of technology experts available to help advisers utilize new client service and practice management technology platforms.

AssetMark is out with a new analysis of advisory practices with AUM growing 20% or more each year.

According to one Fidelity executive, the key to getting customers to embrace a new service is to include them in its development. 

The Envestnet platform is now part of Advisor Group’s comprehensive offering for financial professionals serving the retirement plans marketplace. 

New polling from J.D. Power explores the similarities and differences among groups of “self-directed” investors. 

A little more than six in 10 CFA charter holders say they have some familiarity with automated financial advice tools, “implying a fairly high level of awareness overall.”

The new FinLife Partners organization will offer an all-in-one approach to practice management support services for financial advisers. 

Morningstar and Redtail Technology announced an agreement to add Redtail's CRM functionality to Morningstar Office for financial advisers.

More than half of medium and small-sized asset managers (less than $100 billion in assets under management) report they are “still cleaning and trying to understand their big...

The firm has launched a redesigned Workplace Retirement site.

Betterment for Business already confirmed it would be launching an integrated 401(k) advice and recordkeeping platform back in 2015, but now the service is officially available to employers. 

It’s not surprising that independent advisory business owners want to keep growing their practices in 2016, but their level of confidence in the face of volatility and unfavorable...

As financial services companies enter the new year, LIMRA finds their use of social media is rapidly shifting to include more business development.