February 27th, 2019
Plan participants will be presented with the Merrill brand.
December 31st, 2018
This year, we introduced a new column, Marketing Mechanics, to highlight novel ways retirement plan advisers are seeking new business.
September 26th, 2018
The importance of hiring the right people and managing their functions efficiently.
July 24th, 2018
Twenty-nine percent say they are likely to switch retirement plan providers within the next year.
July 23rd, 2018
They are also harnessing the competitive edge of AI.
October 25th, 2017
Presented here are the results of several dozen live polling questions fielded at the 2017 PLANADVISER National Conference, gathered during three days of highly detailed discussion of industry trends, challenges and best practices.
Data & Research
October 18th, 2017
But among the 58% of these investors who
do, expectations run high.
Data & Research
September 25th, 2017
finds that consumers want a one-stop-shopping approach to financial advice,
which allows them to receive guidance on all aspects of their financial life
from a single source.
August 30th, 2017
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 benefits; satisfaction with advisers is also
July 18th, 2017
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.
April 21st, 2017
Advisers widely like to use social media to cultivate client
relationships—but they see limits on the value of social media interactions, with
the vast majority passing on premium social media marketing services.
April 11th, 2017
The new application will
provide advisers with access to industry experts and online training materials.
March 13th, 2017
In addition to 45,000 plans that were available in the
prospecting system, the firm has added another 40,000 “to supercharge sales
January 3rd, 2017
Clients are demanding new approaches to investing and new
ways to address fiduciary risks; advisers are finding ways to oblige them.
December 22nd, 2016
Surveys show a majority of advisers believe they will
continue to manage their clients’ money for multiple generations, even if they
don't know the heirs.
October 31st, 2016
“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.”
October 13th, 2016
Today, advisers are spending equal amounts of time on social media and networking.
October 6th, 2016
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.
Data & Research
June 20th, 2016
Interviews with nearly 1,000 independent advisers who
custody assets at Schwab show significant optimism about growth opportunities
for registered investment advisers.
May 23rd, 2016
The acquisition of Market Metrics and Matrix Solutions from
FactSet will broaden AI’s portfolio of proprietary data and business intelligence
capabilities for advisers and asset managers.