Tag: Marketing

Garnett Retirement Group, with offices in Tampa, Florida and Greenville, North Carolina, has joined Pensionmark Retirement Group.

FiPath has launched FiPath for Advisors, an online marketing solution to help advisers generate leads.  

Two market-research firms have found that more than half of defined contribution plan participants do not have a relationship with a financial adviser around the time of retirement.  

 Dan Dubois and Darin Wassmann have joined the Retirement Benefits Group (RBG).  

American United Life Insurance Company (AUL) has named Mark Wutt as Vice President of individual marketing and sales support. 

Summit Financial, led by founder and managing partner Joseph Bonasera, is joining the Commonwealth Financial Network.

Mary Read has joined Alliance Benefit Group-Pentegra as the National Director of Qualified Plan Marketing.

Many financial advisers are not using the most efficient marketing tactics, according to a survey from ByAllAccounts, Inc., an account aggregation service firm. 

Pensionmark Retirement Group announced the addition of four regional firms to its network of retirement advisers.

Lori Van Dusen has founded LVW Advisors (LVW), a Rochester, New York-based independent registered investment adviser (RIA), which will join the Focus Financial Partners network. 

Focus Financial Partners announced that Hufford Financial Advisors, an independent advisory firm specializing in financial services for dental professionals, has joined the partnership.

Online broker E*Trade Financial plans to double its sales force over the next few years to 400 from 200 as it seeks to increase its share of client...

Bank of America Merrill Lynch is rebranding its Institutional Consulting Group to become Global Institutional Consulting (GIC).  

The American Society of Pension Professionals & Actuaries (ASPPA) announced the launch of The National Association of Plan Advisors (NAPA).

Schwab Advisor Services has launched a campaign called “RIA Stands for You,” a multi-media initiative to help attract affluent investors to the independent RIA category.

The Financial Services Institute (FSI), an advocacy-driven organization for independent financial services firms and independent financial advisers, has redesigned its Web site.

A kasina study reaffirms that financial advisers align superior digital capabilities with the likelihood that they will use products offered by asset managers and insurers. 

HighTower, a national financial services company serving high-net-worth and institutional clients, has added The Leventhal Group, based in Bethesda, Maryland, to its network.  

Financial advisers who cut their fees during market downturns, a practice referred to as 'sympathy pricing,' are hurting their businesses in both the long and short terms, a...

Invesco is adding a consulting series to its PlanForward program, designed to help advisers and consultants build a compelling value proposition and enhance their brand recognition.