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.
Financial advisers will have many opportunities to win rollover dollars away from retirement plan providers as outflows from 401(k) plans increase and traditional plan providers do not have the retail experience necessary to capture them, a new report says.
DALBAR released Wednesday its annual ranking of top customer service providers in the financial intermediary, mutual fund, broker/dealer, annuities, life insurance and retirement plan provider industry.
The past five years may have been kind to advisers in some respects, but their financial picture may be starting to darken, a new study found.
A new report claims that many US households will decide to consolidate their assets with a single adviser in order to better address the challenges they face in retirement income planning and asset decumulation.
The good news is that retirees appear to be quite content with their existing adviser relationships — all the more reason for advisers to establish those connections prior to retirement, according to a new report.
A study released recently by Fidelity Investments says that 69% of small businesses review their 401(k) plan at least once a year and about a quarter (26%) of small business owners will look for a new 401(k) plan provider within the year.