Tag: Selling

WealthEngine has launched Prospect Generator, a searchable database of more than 7 million high net worth individuals.

Advisor Software, Inc., a provider of wealth management solutions for the adviser market, announced a new release for ASI Wealth Manager, a platform for personalized goal-based investment management.

A University of Florida study found that people with intelligence earn more in their lifetime than those who are self-confident or attractive.

A survey of SEI advisers found that cutting expenses—especially by reducing staff—is a last resort as they attempt to restore firm profitability.

We hadn’t gotten very far into the agenda of our Plan Designs conference last week when a plan sponsor asked the question that, IMHO, is on a lot...

Diversified Investment Advisors, Inc., introduced the Managed DB Financial Advisor Resource Guide to assist retirement plan advisers in their efforts to meet the retirement program needs of defined...

Thrive Income Distribution System, LLC, in partnership with the Retirement Income Solutions Enterprise (RISE), has launched a turnkey planning and selling system designed to help advisers grow a...

A new survey found three-quarters (75%) of consumers who own an insurance product prefer to buy life products from an agent or another trusted source, such as an...

Surveyed advisers agreed that legislation and ongoing industry scandals are a threat to restoring revenues.

Mutual fund assets will grow at a faster rate in the independent, regional, and registered investment adviser (RIA) channels, compared with the wirehouse, bank, and insurance channels, according...

The Principal Financial Group now offers a service to help financial advisers work with their business owner clients to ensure buy-sell agreements are more effective.

The MetLife Broker-Dealer Group launched enhancements to its Wealth Management Services (WMS) platform, including a flexible unified managed account (UMA).

kasina has teamed up with Horsesmouth to launch Advisor Vision, a new service that provides firms with access to financial intermediaries' behaviors, preferences, and opinions.

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,...

CUNA Mutual Group has introduced a training program to financial advisers who sell the company’s 401(k) and other retirement plans.

Thomson Reuters teamed up with ByAllAccounts Inc. to offer account data to advisers.