June 12 2018

What advisor doesn’t want to make their work easier?

Enter Paychex’s Advisor Console, which is designed as a “service enabler,” providing tools that allow the advisor to more efficiently service clients, according to Ken Burtnick, the company’s senior manager of product management.

June 12 2018

Advisors may think the hardest part of the business is landing the client. However, sometimes the real work comes in building the advisor-client relationship and ensuring that needs are met -- and anticipated.

April 05 2018
Retirement strategies abound, and advisors recognize that automated enrollment, deferral and escalation options are becoming increasingly more commonplace.
April 05 2018
Small-business owners face many real and perceived barriers, but financial advisors shouldn't ignore them. Read how small business 401(k) opportunities abound.
April 05 2018
To best meet the varied needs of different generational groups, financial advisors must learn the tools and educational approaches that resonate with baby boomers, Gen X and millennials. We've broken out tips for each generation in this article.
April 05 2018
Investment advisors agree: Marketing is as important as ever in today’s competitive business climate. Check out these ideas to better promote your services.
February 12 2018
The Department of Labor has filed another extension to the rule’s full implementation, placing its new effective date at July 1, 2019. However, the agency still obligates advisors to comply with the impartial conduct standards, the consumer protections ensuring that advisors adhere to fiduciary norms and basic standards of fair dealing. How can advisors be ready for business in today’s fiduciary environment?
February 09 2018
Financial wellness programs have become the feel-good, must-have benefit in the workplace and advisors and employers are tapping into companies such as FinFit, because a well-designed plan can help address the real issues of financial stress faced by today’s workforce.
January 16 2018

A retirement plan fiduciary is an important, yet complicated, role that many plan sponsors are increasingly seeking assistance with managing. Plan sponsors may find it helpful to hire an external fiduciary to free time and resources, add valuable expertise, and manage fiduciary risk.

January 16 2018

The Department of Labor’s fiduciary rule will have a significant impact on the retirement marketplace. The regulation expands the definition of fiduciary investment advice under the Employee Retirement Income Security Act of 1974 (ERISA) and is intended to eliminate conflicts of interest and apply a “best interest” standard to investment advice related to retirement plans, IRAs, and rollovers.