Browsing Tag
digital tools
25 posts
Voya Unveils Digital Platform Connecting Workplace Benefits, External Accounts
New “myVoyage” personalized financial-guidance experience provides access to 401ks, savings and personal accounts in one app
Prospecting Tool for 401k Advisors Designed to Add Scale, Efficiency
John Hancock Retirement launches new “prospect finder” tool for financial professionals to make finding and managing leads simpler
Envestnet Bulks Up Retirement Solutions with 401kplans.com Acquisition
As part of deal, 401kplans.com Founder Scott Buffington joining Envestnet as Head of Retirement Sales
Empower, Rockefeller launch ‘Simplified Retirement Program’
Partnership offering will streamline investment options, offer more personalization
Sheri Fitts Describes a MAJOR Social Media Early-Adoption Opportunity for 401k Advisors
Anyone who knows Sheri Fitts knows her hard-charging, yet fun, approach to marketing and branding. The speaker, consultant,…
Advisors Eye Digital Technologies to Spur 2022 Growth
FSI and Broadridge release study highlighting independent advisor growth opportunities
Familiar Name Tops J.D. Power Retirement Plan Digital Satisfaction Rankings
Redesigned 2021 study finds many 401k plan miss mark on delivering guidance to participants through digital channels
Schwab Keeps it Simple with New Finance Tool for Participants
Advisors know using too much industry jargon is a sure way to trip up many retirement plan participants…
‘Personal Retirement Strategy’ Debuts from Bank of America
Helping 401k plan participants establish and pursue appropriate retirement income goals is a common objective of plan sponsors,…
How to ‘Excel’ at Digital Client Meetings: Excel 401(k) 2020 Digital Series
How have top 401k advisors adapted to the COVID environment of digital client meetings in place of in-person,…