Tag: Practice management

Nearly half (46%) of pre-retirees and more than one-quarter (28%) of retirees who use financial advisers surveyed reported that neither they nor their adviser have developed a formal...

Shifting two hours per week from administrative duties to selling can result in millions of dollars in incremental sales for companies.

Today, PLANSPONSOR announces the finalists for its annual Retirement Plan Adviser and Adviser Team of the Year awards.

As the year comes to a close, advisers are planning ahead for 2008 and, according to a recent poll by the SEI Advisor Network, advisers’ New Years resolutions...

Less than 12% off affluent investors responding are loyal to their advisers, according to a survey from Janus Labs, in partnership with private wealth industry expert Russ Alan...

The best adviser candidates for adviser teams are those constantly looking to improve their practice, the most recent Cerulli report says.

The seventh ineffective habit of retirement plan advisers

According to a new report published by Schwab Institutional, the best-managed advisory firms have clear and long-term strategies for their technology investments, but many advisers are under-utilizing existing...

People don’t stay with a financial services firm because of the brand; they stay because they have forged a relationship with an adviser they trust.

The sixth of seven ineffective habits of retirement plan advisers

Reaping the rewards of their success in meeting plan sponsors’ expectations about installation and ongoing service support, insurance companies have captured a larger share of the small to...

Were you there? What did you miss?

According to representatives from LPL, National Retirement Partners, and Raymond James, retirement plan advisers working in the independent channel will have many opportunities to broaden their businesses in...

What do clients really think about advisers’ services?

Although there will always be a market for the wirehouse adviser, particularly due to brand recognition, the changing retirement landscape calls for some tweaking of the wirehouse model,...

The conversation about retirement income should not be an at-retirement discussion.

409A has shaken up the deferred compensation business, and the changing landscape offers many opportunities for advisers.

Due diligence requires that fiduciaries monitor the performance and suitability of their plan providers on a regular basis.