Tag: Marketing

SageView Advisory Group has opened an office in Houston, Texas, to be headed by Eric Grimes.

J.P. Morgan Asset Management has hired Benji Baer as Managing Director and Chief Marketing Officer.  

TD Ameritrade has started a professional development program that aims to give women in financial advisory roles the tools they need to effectively market their services to female...

In its quarterly Sentiment Survey of registered investment advisers (RIAs), TD Ameritrade found 73% of respondents said business has grown in the last six months.  

USI Consulting Group announced Michael W. Fischer has joined the company as a Defined Contribution Consultant, based in New York City.

The Principal Financial Group has introduced benchmarking tools and a tax credit calculator for small businesses.

BrightScope’s CEO says there is a need in the marketplace for investors to have more quantitative data when selecting a financial adviser.  

Marketeria, a marketing and content management firm for financial advisers, will be offering its clients use of the Arkovi social media archiving solution.  

State Street Global Advisors (SSgA) and the Wharton School of Business have published a study that found 17% of investors use two or more financial advisers–and most don’t...

Prudential released findings from a research study, “The African American Financial Experience,” and the results show a demographic largely mistrusting of the financial services industry, with a growing middle...

I learned a long time ago that when it comes to things like automobile maintenance, home repair, or gardening, I’m better off hiring an expert.   

Nearly two-thirds (62%) of advisers say their greatest pitfall in communicating with clients is lack of frequency, according to an SEI Advisor Network poll.   

Alliance Benefit Group (ABG) has added Ingham Retirement Group to its national network.

According to Cogent Research, institutional investors are more concerned about an asset manager's stability than its performance record.

American Pension Services, Inc. announced a partnership with T3Direct Marketing of Modesto, Calif., which will reimburse advisers for prospecting appointments.  

Half (51%) of advisers agree that having a fiduciary standard is an “extremely” or “very” big differentiator when attracting new clients, according to ByAllAccounts, Inc., an account aggregation...

A financial industry "insider" and a communications professional "outsider" gave actionable ideas on tackling a social media strategy at the ASPPA 401(k) Summit in Las Vegas.  

Benefit Advisors Network (BAN) has accepted three new agencies into its national network of employee benefit brokerage and consulting firms.

With the growing level of scrutiny surrounding qualified retirement plan fees, the value an adviser adds to a plan needs to be clearly defined.  

Fidelity Investments is making a tool available to advisers that helps them prospect more than 1.5 million retirement plans.