Tag: Marketing

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.

The Retirement Plan Advisory Group (RPAG) acquired the Defined Contribution Plan (DCP) Suite of Studies, conducted by Warren Cormier. 

Lincoln Financial Network, the retail distribution division of Lincoln Financial Group, has expanded its Office of Practice Management (OPM) services.  

One of the first things you learn in any kind of ERISA primer is that, as a fiduciary, you are expected to conduct yourself either as if...

Client-facing professionals (brokers, advisers, agents, and bankers) are the most trusted source of information in the financial services industry, according to a recent survey.  

A report from Charles Schwab evaluates the pros and cons of combining a traditional brokerage business and fee-based advisory business.

Principal Funds, the mutual fund arm of the Principal Financial Group, has created resources to help financial professionals guide clients through their Social Security benefits.  

David Harper and Bill Straub of Legacy Executive Benefits have become members of the Retirement Plan Advisory Group (RPAG).  

Despite a lack of major upgrades to adviser-oriented Web sites, a recent report found overall improvements to online tools regarding annuities offered by financial services firms.  

Kara Segreto has been named Chief Marketing Officer for Prudential Retirement.

As of January 1, 2011, Ameritas Retirement Plans, a division of Ameritas Life Insurance Corp., is the new name for UNIFI Companies Retirement Plans, in all states except...

An SEI Advisor Network  survey found nearly one-third (30%) of advisers said they are "optimistic" heading into 2011; however, only 3% of advisers said their clients felt the same. 

The dictionary defines the word, “solution” as the “answer to or disposition of a problem.”

Advisers are facing several new challenges in the “post-recession” climate, and many feel that they have to tackle these challenges on their own, according to a survey conducted...