Tag: Selling

When compared with their spouses, married men are 58% more likely to be a couple’s primary contact with a financial adviser.

Great-West Life has launched a website to help employers better educate workers on retirement planning and saving.

Lincoln Financial Distributors (LFD), the wholesale distribution business of Lincoln Financial Group, added three sales directors to its intermediary retirement plan sales force.

When it comes to determining a sustainable drawdown rate, everyone is searching for the right answer, says Gregg Fisher of Gerstein Fisher, an investment management firm.

Misconceptions about the Affordable Care Act, the need for long-term care and how to address the particular needs of women savers are opportunities for key discussions. 

Nearly one in four U.S. households age 50 to 59 wants more investment advice—and is willing to pay for it.

Investment and consulting solutions provider AssetMark released a business assessment tool to help advisers measure practice values and identify growth opportunities.

Among the massive waves of Baby Boomers heading into retirement are a significant number of business owners who face a dilemma—they want to transition into retirement but, for...

A new survey from TIAA-CREF finds women are less confident than men that they are saving an adequate amount for retirement.

Many self-employed people expect their savings to fund their retirement—but 40% are not saving regularly and 28% are not saving at all, a survey found.

Involving family members in retirement planning brings peace of mind, according to a survey on how families approach future financial needs.

Financial services consultants expect 18.5% of assets under management in 2016 will come from outsourced chief investment officer (OCIO) engagements, up from 12% in 2012.

Three retirement research and education firms released a business diagnostics report providing guidance on how to build a successful group retirement advisory practice.

The firm added its line of Northern Focused Portfolios (NFP) to the FDx Advisors Unified Overlay Management Program platform, run by FDx Advisors.

Nationwide Retirement Solutions now offers comprehensive, mobile-optimized access to its public-sector retirement plan website without use of an application (app).

Retirement plan participants said that they control two-thirds of their assets by themselves without the assistance of an adviser.

Edward Jones created FORCES last year to provide training and a compensation package to smooth the transition to a financial services career for veterans.

USI Consulting Group launched a newly designed website (www.usicg.com).