Bank Brokers Increase Fee-Based Sales
More bank brokers are selling fee-based products, but those sales are not boosting bank revenues, according to a study.
Tag: Selling
talking points
Talking Points
Tired of giving the same old presentations? Use these nuggets of information to spruce them up.
servicing strategies
The Young and Restless
How retirement plan advisers can better reach a young, transient workforce
Advisers Need to Reach Out to Women
Whether in the institutional or retail space, advisers might need to reevaluate practice models to better incorporate the ever-growing market of women.
What Firms Need to Capture the Mass Affluent
Celent researchers propose strategies for advisory firms to win the fight for the mass affluent.
servicing strategies
Zooming In
Advisers use targeted communication to reach specific plan demographics
Talking to Twentysomethings
Because “401(k)″ is likely not being renamed any time soon, advisers might need to find more effective ways of getting around opaque financial terms with the new breed...
Y Not?
Young adults remain an untapped market for financial advisers, says Mintel research firm.
High-Net-Worth Investors Trust Advisers, Not Fund Cos.
A survey said 87% of investors have a high degree of trust in their adviser, but a majority are dissatisfied with the fund industry.
Study Touts Web as Sales Tool
Advisers covered by wholesalers and who use the Web as an effective sales tool averaged 25% more sales than those who do not use the Web, according to...
PLANSPONSOR Announces Winners of 2008 Retirement Plan Adviser and Adviser Team of the Year
John Barry of Torrance, California has been named the 2008 PLANSPONSOR Retirement Plan Adviser of the Year and FFoA in Pearl River, New York has been named the...
Two More Hours of Weekly Sales Activity Leads to Millions
Shifting two hours per week from administrative duties to selling can result in millions of dollars in incremental sales for companies.
PLANSPONSOR Announces Finalists for 2008 Retirement Plan Adviser of the Year Award
Today, PLANSPONSOR announces the finalists for its annual Retirement Plan Adviser and Adviser Team of the Year awards.
SEI Says Advisers Most Focused on Communication in ‘08
As the year comes to a close, advisers are planning ahead for 2008 and, according to a recent poll by the SEI Advisor Network, advisers’ New Years resolutions...
Investors Looking for Advisers to Provide Security
Referrals and a need for reassurance that savings will last through retirement are the main way and reason clients come to a financial adviser.
Small Business Employers Not Eager to Offer Retirement Plans
Nearly half (47%) of small business owners who do not currently offer a 401(k) said they never intend to offer one, according to a recent survey.
Report Provides Suggestions for Improving Sales Compensation
A new report finds that the range and composition of sales compensation varies significantly among asset management firms.
Insurance Firms Locking Up More of 401(k) Market
Reaping the rewards of their success in meeting plan sponsors’ expectations about installation and ongoing service support, insurance companies have captured a larger share of the small to...