Investment management firm Vanguard will be partnering with HelloWallet, a financial wellness service, to help employees save more for retirement.
Tag: Social media
A new service from the Principal Financial Group enables workers to enroll in an employer-sponsored retirement plan through text messages.
The Financial Services Institute (FSI) launched a mobile application providing independent financial advisers and financial services firms remote access to advocacy tools and industry updates.
An updated mobile application from LPL Financial LLC provides better access to financial and market data, along with a new secure messaging system for communicating with clients.
Retirement plan advisers looking to expand their firm’s visibility and connect with clients may find the photo-sharing application (app) Instagram useful.
Great-West Life has launched a website to help employers better educate workers on retirement planning and saving.
Motivating someone to plan for an event that is years or even decades away is difficult.
The American College of Financial Services created the Financial Services Certified Professional (FSCP) designation, which seeks to help advisers understand client concerns.
Great-West Financial has launched a new mobile web application providing retirement plan participants’ account information.
Social media should complement rather than replace an adviser’s marketing plan, and advisers should move cautiously since missteps can cost, research found.
Panelists at the PLANADVISER National Conference discussed the costs and potential benefits of technology.
A new application for banks, Tandem, allows users to securely establish and manage their social/financial relationships.
At its first-ever Financial Advisor Summit, the institute unveiled a new website, social network and additional tools to help members grow their businesses.
Financial service providers are reaching out to advisers more than ever before, according to a report by Cogent Research.
A recent study found that while a large percentage of retirement plan participants now own smartphones and tablets, there is still a hesitance to use such technology for investment-related purposes.
LIMRA is offering a new training program by social media expert Erik Qualman, author of Socialnomics.
Although social media and applications (apps) may still have some compliance hiccups in the adviser world, they can be useful marketing tools to grow your business.
Investment management firm Vanguard now offers retirement plan participants the ability to manage their plan assets through mobile apps.
Referrals and networking were touted as top acquisition strategies in 2012 by advisers, who expect to rely on the same approaches in 2013.
A more compelling user experience, rising use of smart devices, and access to information and market news are driving demand for financial services apps.