Advisers who sell Securian retirement plans will find new client support tools at SecurianRetirementCenter.com.
USA Tax&Insurance Services (USA Tax) rolled out a system to help advisers sell managed portfolios and acquire assets under management, the company said.
Transamerica Insurance&Investment Group (TIIG) launched a resource for financial planners and life insurance professionals to help clients who have children or relatives with special needs.
Windham Capital Management, an investment technology provider, released a software tool for financial advisers, the Windham Planner Express.
Steven Dimitriou, of Mayflower Advisors, LLC, in Boston, Massachusetts, has been named the 2009 PLANSPONSOR Retirement Plan Adviser of the Year, and Fiduciary Investment Advisors of Windsor, Connecticut, has been named the 2009 PLANSPONSOR Retirement Plan Adviser Team of the Year.
CUNA Mutual Group has introduced a training program to financial advisers who sell the companyâ€™s 401(k) and other retirement plans.
Thomson Reuters teamed up with ByAllAccounts Inc. to offer account data to advisers.
Holistic financial planning has been hailed by many industry studies as the way the advisory industry is moving—and new research suggests it could also be more lucrative.
MetLife has unveiled its redesigned Web site, including a broker and consultant homepage.
If you are looking for mutual fund Web sites that are useful in a particular area for advisers, a new report offers some insight.
Invesco Aim launched an enhanced Invesco Aim PlanForward Module 3 Benchmarking and Reviewing 401(k) Plans.
The Hartford has launched the Sales Assistant's Corner, an online resource to meet the professional needs of sales assistants.
In order to adjust with the changing landscape as Baby Boomers retire, financial advisers will likely take on a broader role and compete with a wider array of financial firms.
PLANSPONSOR has announced the finalists for its annual Retirement Plan Adviser and Adviser Team of the Year awards.
Pension Analytix, Inc., a marketing and analytical insights firm targeting companies that provide retirement services, has launched Acquisition Engine.
Research from Corporate Insight graded do-it-yourself retirement-planning calculator tools offered by brokerage firms to assist investors.
AIG Small Business, a division of AIG Commercial Insurance, said its AIG e-Excess platform now features a premium indication tool and multi-limit quote functionality to help brokers process excess casualty insurance submissions faster.
During the financial crisis, millionaires did not express satisfaction with their advisers’ performance, but independent advisers fared better, a SpectremGroup study found.
Measuring client satisfaction is vital to keeping the relationship with a plan sponsor intact
Capturing the profile of the "typical" retirement plan adviser