Browsing Tag
Digital Tools
33 posts
Sheri Fitts Describes a MAJOR Social Media Early-Adoption Opportunity for 401(k) 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,…
Empower Acquiring Personal Capital in Bid to Boost 401k Participant Financial Wellness
Empower Retirement and Personal Capital, a digital-first registered investment adviser and wealth manager, today announced that they have…
New Digital Tool Helps 401k Participants Project Retirement Outcomes
A new tool will help individuals in retirement plans project their own retirement readiness and model different steps…
Financial Advisor Recruiting Ramps Up With Digital Launch
Advisor career transition made simple with FA Match’s digital platform, connecting advisors and firms through mutual compatibility.
Design More Tomorrow: How Digital Look, Feel Affects 401(k) Savings
Behavioral economist Shlomo Benartzi explores how technology impacts retirement savings, building on his work to boost allocation amounts.