Practice

Great-West Retirement Services has launched a marketing campaign this week to participate in the National Save for Retirement Week. Dubbed “Celebrate Saving,” the campaign centers around e-mails, fliers, posters and a banner on its participant website that links to a “Celebrate Saving” microsite.

MFS Investment Management has launched an additional 401(k) module for financial advisors called “Building a Standout Approach.” The module helps advisors decide which content to present and how to organize and structure it to various industries and audiences.

MFS Investment Management has launched an additional 401(k) module for financial advisers called “Building a Standout Approach.” The module helps advisers decide which content to present, and how to organize and structure it to various industries and audiences.

Great-West Retirement Services has launched a marketing campaign this week to participate in the National Save for Retirement Week.

Vanguard announced that the small 401(k) plan service that it introduced last month for plans of up to $20 million in assets under management has been receiving a great deal of interest, particularly the platform’s concentration on low-cost index and target-date funds, and its “all-in” plan fees that include investment, recordkeeping and administration costs.

Congress is currently considering a bill that would permit 401(k) investors in danger of losing their primary home to foreclosure to use up to $50,000 or 50% of the balance, whichever is less, to prevent that from happening.

EDGAR Online Inc., a global provider of XBRL (eXtensible Business Reporting Language) software, services and data, reports that it experienced a 280% year-over-year increase in XBRL filings in the third quarter.

Congress is currently considering a bill that would permit 401(k) investors in danger of losing their primary home to foreclosure to use up to $50,000 or 50% of the balance, whichever is less, to prevent that from happening.

Sometimes it's the little things that make all the difference. If you’re like most financial advisors, you are ultra-busy serving your clients and generating new business. But have you handled the marketing fundamentals? Columnist and marketing expert Marie Swift delves into two marketing fundamentals that should not be ignored: the power bio and the prospect profile. Ignore them and suffer the consequences.

For the second time in two years, the watchdog for broker-dealers is warning traders they are obligated to send clients accurate indications of interest.