Tag: Client satisfaction

Waves of Baby Boomers entering retirement have sparked a new field in financial planning: Financial gerontology addresses issues that encompass aging and its impact on personal finance. 

Ninety percent of investors say being able to resolve problems and answer questions quickly are critical characteristics of consumer-focused financial advisers, according to a John Hancock survey.

Many plan sponsors find some of their employees cannot take full advantage of 401(k) plans because of failed ADP tests.

Investment firms that actively mentor younger advisers are likely to gain a competitive advantage over the next decade, according to the J.D. Power “2014 U.S. Financial Advisor Satisfaction...

A Worksite platform integration lets LPL advisers and reps offer plan sponsors and plan participants access to The Guardian Choice and The Guardian Advantage products.

Advisory firms will have significant opportunity for growth over the next decade, according to Schwab Advisor Services, but success will require new strategies to win “Generation Now.”

Wealth management in high-net-worth families is complicated by relationships, and the vast majority of families believe a session with a financial adviser would benefit their children, a study...

Divorce, and other financial blows, can mean a sticky conversation for advisers when clients say they just can’t save for retirement.

A majority (80%) of Millennial Americans say the recession of 2008 taught them they have to save “now” to “survive” economic problems down the road.

Retirees significantly underestimated the impact taxes would have on them during retirement years, according to a recent Lincoln Financial Group survey.

Is retirement the end of work? Not so fast, say the retirees and those contemplating retirement in a study by Merrill Lynch Bank of America.

Not talking about Social Security could come with a steep cost, says Nationwide in a survey that polled retirees and their experiences with the timing of benefits. 

Open architecture and an uptick in the use of co-fiduciary services are changing the landscape for investment firms, according to Retirement Research Inc.

The Retirement Advantage, Inc. (TRA), a third-party administrator (TPA), is restructuring how it serves clients.

It’s well known that federal auditors look for red flags to target review efforts, but one service provider says retirement plan advisers should use them for better business...

Investors tend to be more satisfied with the performance of their financial adviser when they’ve been introduced through a family referral, says new research from Spectrem Group.

The small-plan market holds tremendous opportunity for advisers, says Douglas Dubitsky of Guardian Life Insurance Retirement Solutions.

More workers are satisfied with their retirement benefits now compared with five years ago, but satisfaction with other benefits has declined, according to professional services firm Towers Watson.

BOK Financial launched a new website for retirement plan sponsors and participants.

Investors expect financial advisers to earn and maintain professional credentials beyond the minimum licensing requirements, according to research from the Investment Management Consultants Association (IMCA).