Tag: Marketing

Global asset managers are cozying up to digital media for their sales and marketing strategies.

Fiserv announced that Lincoln Financial Group is the first client to make use of its new retirement income technology, Retirement Illustrator.

In “ERISA Fiduciary Issues: A Practice Guide for Advisors,”Matrix Financial Solutions outlinesthe responsibilities of an ERISA fiduciary.

Since the financial crisis, high-net-worth (HNW) investors have been averaging nearly four investment provider relationships, Cerulli research found.

Change will continue to dominate business practices in the sixth year since the financial crisis,  according to a report from Aite Group.

Not sure how clients feel about your services? Try sending a survey.

The economics of financial advisory distribution face numerous challenges, but pockets of opportunity remain, a survey found.

Fifty-six perfect of investors polled by ING said saving for retirement is harder than running a marathon.

AllianceBernstein enhanced its FastTrack presentation with new data and input from plan sponsors and plan participants.

The mass affluent are expressing less anxiety about retirement and health care costs than they did six months ago.

A growing number of financial advisers are embracing social media to acquire and service clients, but perceive the return on investment as mediocre, a survey found.

 Commonwealth Financial Network introduces Four-Corner Marketing, an online tool to provide advisers with access to preapproved materials to strengthen client relationships and market to prospects.   

Advisers can use social media to build more personal relationships with clients, speakers said during the Securities Industry and Financial Markets Association (SIFMA) social media seminar.

High-net-worth younger investors, or accumulators, could be a key market for advisers, according to a study by the research firm Hearts & Wallets.

ExpertPlan Inc. will provide recordkeeping and administrative services for One Capital Management LLC’s Strategic Retirement Solutions Model Program.

Great-West Life & Annuity Insurance Co. and its business segment, Great-West Retirement Services, will now market under the Great-West Financial brand.

Working with plans that offer target-date funds (TDFs) presents opportunities for advisers.

The PLANSPONSOR 2012 Retirement Plan Adviser of the Year and Adviser Team of the Year shared some information about practice management in a final conference session.

More than just cold calling, marketing and prospecting requires defining your brand and your value proposition, said Jason Chepenik, managing partner of Chepenik Financial.