How Advisors Use Educational Tools for Their Clients
A Practical Perspectives study examines client-approved resources, including where advisors get them and which topics are most sought after.
Wells Fargo Names Digital Chief, Shares IT Growth Plans
Wells Fargo Advisors says it is “making its most significant technology investment in a decade.”
Fund Firms Lag in Social Security Support to Advisors
Only BlackRock is recognized as a Social Security resource by a majority of advisors; the Social Security Administration is the top source of information overall.
How to Fix Social Security Claiming Mistakes by Clients
Too many advisors avoid Social Security planning, but helping clients correct a mistake will lead to increased trust and more referrals.
What DC Plan Sponsors Want: Education, and Some Personal Attention
Market Strategies International has released a survey explaining DC plan sponsors’ priorities when it comes to choosing a recordkeeper.
Best Firms for Self-Directed Investors: J.D. Power—2014
Do-it-yourself investors are looking for low fees but also a high-touch experience, according to a recent survey.
Robo-Advisors Gobbling Billions in Assets
The rise of online financial services fits into a "long-term, bigger problem" for advisors, who must adjust to serving younger clients, Corporate Insight says.
Gen Y Looking for Financial Independence, Not Traditional Retirement
Affluent Gen Y investors are eschewing defined contribution plans in favor of online brokerages, according to a survey by Hearts & Wallets.
Online Tools Used More by Military Than Civilian Investors
Servicemembers are more likely than civilians to use online tools in financial planning, according to the most recent First Command Financial Behaviors Index.
Digital Becoming ‘New Normal’ in Serving HNW Investors: SEI
Financial advisors need to get their websites and other online tools to match their levels of quality, expertise and responsiveness.