Are you ready? National Retirement Planning Week is April 11-15. Consider these tips from Janus Director & VP of Retirement, Matt Sommer, on how to make the most of your retirement planning opportunities.
Looking for ways to grow your AUM? This white paper covers six distinct strategies for growing your AUM and shows you how to:Aggregate critical information from multiple systemsEngage clients using social, mobile and cloud technologyBuild deeper relationships with clients, their family, and trusted advisors
Advisory firms rethinking their approach to consumer-centric digital solutions will want to gravitate toward highly-engaging tools that meet the demands of different client segments. A successful transition includes eight steps that comprise a path toward embracing digital.