A new report calls for asset managers to create initiatives that are more effectively tied to a firm’s brand and market position as understood by the adviser, providing a logical connection to a specified family of investment products.
In order to complete a thorough benchmarking study of a retirement plan provider, it is vital that an adviser first understand a company’s culture and what the plan sponsor is looking to achieve.
This September, PLANSPONSOR will again open its annual nomination process for its Retirement Plan Adviser and Adviser Team of the Year awards.
Benefit brokers accounted for almost half (46%) of worksite sales of voluntary benefits in 2006, according to Eastbridge Consulting Group’s eighth annual U.S. Worksite Sales Study.
Nearly half (42%) of plan sponsors do not have a relationship with a financial adviser.
What is your value proposition?
Advisers who help clients put together a formal retirement income plan end up with more assets – and more referrals - from more satisfied customers.
Married men and women participating in a recent survey agreed that the top two reasons for turning to a financial adviser are to prepare for retirement (58% of men and 63% of women) and investment planning (55% of men and 56% of women).
A new white paper released by Franklin Templeton Bank & Trust provides guidance to advisers about using directed trust services to retain management of assets of affluent baby boomer clients.
A provider search is often one of the most time consuming parts of a client relationship.
James McCarthy, Managing Director, Retirement Solutions at Morgan Stanley said there are two approaches to retirement product development.
The U.S. offers many tax preferences to encourage savings, but by and large they’ve failed.
The three stages of selling a retirement plan into a company, prospecting, proposing and closing all require preparation and creativity, according to Marilyn Pearson, Vice President at Merrill Lynch.
The five finalists for the Retirement Plan Adviser of the Year award shared some of their best practices at the 401(k) SUMMIT yesterday.
Are you a persuader or a partner?
Advisers in the retirement plan industry make a difference
New retirement income products must emerge to fit new retirement models.
In the retirement income arena, the best products won’t necessarily prevail.
By the end of 2010, UBS, the world's largest money manager, plans to have $250 billion in ultra-high net worth client assets under management, and about 400 advisers serving those clients.
Lack of communication can be extremely damaging to an adviser-client relationship, and is a frequent reason clients leave their adviser, a new survey says.