Tag: Marketing

Retirement Plan Prospector is a Web-based prospecting and research tool from Judy Diamond Associates for the defined contribution and defined benefits markets.

An integrated portfolio management and research tool, the Portfolio Management Center (PMC), is powered by FolioDynamix and incorporates proprietary research from Raymond James Financial Inc.

TD Ameritrade Institutional brings its brand to technology for advisers, with a new "Veo Integrated logo."

What advisers say may not be as important as how they say it to high-net-worth Millennials, according the Spectrem Group.

John Hancock Financial Network said it would market itself to advisers using the name Signator Investors Inc.

They make major investment decisions, understand investment products and are interested in learning about financial matters. An Allianz Life study examines women, money and power.

Fewer than 20% of investors under the age of 40 feel they received adequate financial advice following a recent life event. 

Chinese Americans are great at saving, according to research from Wells Fargo, but fewer than half of survey respondents have a written financial plan.

A more compelling user experience, rising use of smart devices, and access to information and market news are driving demand for financial services apps.

Natixis Global Asset Management (NGAM) enhanced tools to help retirement plan advisers manage, improve and expand their practices.

A successful client/adviser relationship is 50% about investments and 50% about trust, according to Stacey Haefele, CEO of HNW, a marketing and technology firm.

Plan advisers play a vital role in helping sponsors understand how their decisions ultimately impact participants.  

Shelia Reed joined ASPire Financial Services LLC as senior vice president and chief marketing officer.

The Guardian Insurance & Annuity Co. Inc. is hosting a 401(k) summit focused on the micro- and small-plan markets.

Americans are taking on more risk than they would prefer, according to a study by Northwestern Mutual.

The Future of Finance Project’s aim is to shape financial services into a more trustworthy industry.

Advisers are gearing up for growth with technology investments, customer service and training, according to a survey by TD Ameritrade.  

Less than half (43%) of Americans who are actively planning for retirement intend to meet with a financial adviser to review investment strategies this year.