Invesco has updated its DC Plan Analyzer application to include detailed cost benchmarking capabilities that allow advisers to deliver plan expense comparisons directly to sponsor clients.
Tag: Social media
Personal brand and thoughtful use of social media are critical for a successful practice, according to a survey by Pershing.
The Financial Planning Association (FPA) launched a collection of web-based “Knowledge Circles” aimed at fostering communication and collaboration among its members.
The world of social media is constantly evolving, and to successfully market yourself to plan sponsors using social media, you must evolve with it.
Mirae Asset Global Investments, an investment services provider specializing in emerging market equities, launched an enhanced website focusing on financial adviser support and education.
Recent guidance from the Securities and Exchange Commission (SEC) on social media use in adviser advertising is helpful, says one compliance services provider, but the update leaves questions unanswered.
BOK Financial launched a new website for retirement plan sponsors and participants.
Cambridge Investment Research, Inc. established a new partnership with the 401k Study Group to bring expanded education and networking resources to its advisory and broker/dealer staff.
Retirement planning software provider Trust Builders, Inc. is partnering with employee benefits and compliance expert Kristi Cook on the next release of The Retirement Analysis Kit (TRAK) system.
Technology can replicate the value of a good assistant.
Envestnet Tamarac, a division of Envestnet, Inc. that provides integrated portfolio software for independent advisers, has released the next generation of its client relationship management (CRM) application.
MassMutual’s retirement services division launched an enhanced participant website designed to make it easier for employees to prepare for retirement.
Technology now touches nearly every aspect of an adviser's practice, from relationship management and client retention to communication, referrals and client interaction.
The Securities and Exchange Commission (SEC) released guidance aiming to clarify how the testimonial rule barring certain marketing practices under the Investment Advisers Act applies to social media.
Those with retirement plans and health savings accounts (HSAs) offered by Wells Fargo can now track account information in a central online location.
Recordkeepers and other retirement plan service providers aren’t meeting client demand for online tools and reporting technologies shown to improve outcomes and ease administrative burdens.
Investment services firm Charles Schwab has rolled out Schwab OpenView Mobile, a customizable application that registered investment advisers (RIAs) can use to create a mobile presence for their firms.
TD Ameritrade Institutional revealed plans to develop and launch an “intelligent technology platform” for use by financial advisers.
TD Ameritrade Institutional launched a campus-to-career program to help independent advisory firms win and retain the next generation of financial services talent.
Milliman Inc., a provider of actuarial and consulting products and services, has enhanced its retirement-related mobile applications.