A survey by Nielsen found that only 28% of respondents were confident of the company that manages their investment or retirement accounts.
PT Marketing said its new 401k Appointment Setting program introduces financial service and insurance professionals to companies with 401(k) programs.
A new report calls for asset managers to create initiatives that are more effectively tied to a firm’s brand and market position as understood by the adviser, providing a logical connection to a specified family of investment products.
The fourth of seven ineffective habits of retirement plan advisers
In the retirement income arena, the best products won’t necessarily prevail.
Advertising prohibitions can snare the unwary