They aim to make it easier for advisers to launch and monitor automated marketing campaigns
Participants’ financial wellness and emergency preparedness have become more important in advisers’ service models, and some practices are even guiding clients on vaccines and reopening their businesses.
The leadership and ownership structure of the firm, which advises on more than $225 billion in client assets across endowments and foundations, retirement plans, private clients and financial institutions, will remain the same.
The new capabilities include artificial intelligence and personalized video content.
Advisers need to balance the many demands on their time that come from running and expanding a practice.
A survey finds cybersecurity is registered investment advisers' (RIAs) highest concern.
While some six in 10 advisers describe themselves as social media experts, only about 15% actually demonstrate social media mastery.
Plan participants will be presented with the Merrill brand.
This year, we introduced a new column, Marketing Mechanics, to highlight novel ways retirement plan advisers are seeking new business.
The importance of hiring the right people and managing their functions efficiently.
Twenty-nine percent say they are likely to switch retirement plan providers within the next year.
They are also harnessing the competitive edge of AI.