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EBRI's 2015 Retirement Confidence Survey finds that the nation’s retirement confidence continues to rebound from the record lows experienced between 2009 and 2013 — but exclusively among those who, directly or via their spouse, have a retirement plan.
A new study maintains that, compared with other RIAs, those flagged as “marketing leaders” are seeing 40% more client growth, 23% more asset growth and 20% more revenue growth. So how do they do it?
Charlie Nelson, who led the retirement business of Great-West through its integration with Empower Retirement, will join Voya Financial as CEO of Retirement on May 1.
A 2014 survey found that three-quarters of advisors are using social media for business, and two-thirds have gained new clients via social media — up from 49% in 2013.
While most participants say they have heard the terms “contribution rate” (82%) and “vesting” (77%), only half (50%) had heard of target-date funds, even fewer (39%) had heard of target-risk funds — and most of those participants don’t understand the terms.
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