Practice

Steve Wershing, "The Referral Doctor," says the one of the biggest challenges financial advisors face when they’re trying to attract new clients is finding an effective way to differentiate themselves from the competition. Too often, advisors try to sell themselves as "better" when they really should be accentuating how they're different.

On June 25, 2012, John Hancock has beat out Fidelity Investments and ING for bragging rights as defined contribution investment-only manager top dog, according to a study by Cogent Research.

How do you stand out and make yourself different in a world where you have so much competition and you are viewed as a commodity.

Fund firms are beginning to like social media and the devices their staffs use to communicate online with customers.

As regulators and investors impose increasingly stringent transparency and reporting requirements, asset managers face new challenges in all aspects of data management.

It's been more than a year since Richard Davies joined Russell Investments as Managing Director- Defined Contribution.

Edward Jones plans to add about 8,000 advisors over the next eight years. If this ambitious goal can be realized or even approached, some of the success may be due to specialized efforts to recruit and acclimate new advisors from nontraditional backgrounds.

As workers hope to prevent income shortages throughout retirement, insurers turn to new mediums to provide new advice.

Securities and Exchange Commission Chairman Mary Schapiro answered Paul Scott Stevens’ volley with one of her own in front of the Committee on Banking, Housing, and Urban Affairs of the United States Senate.

IRA expert Ed Slott answers investors’ questions about transferring stock between IRA accounts and the best way to distribute an inherited IRA to other beneficiaries.