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Industry First: TD Ameritrade Enables Investors to Instantly Fund Brokerage Accounts Using Apple Pay
Now available to individual investors in the U.S. through Apple Business Chat on iPhone and iPad
TD Ameritrade announced an industry first today: the ability for individual investors to instantly fund a brokerage account with Apple Pay through Apple Business Chat in the Messages app on iPhone and iPad. Historically, to fund brokerage accounts, investors have had to endure a multi-day waiting period while funds were verified or manage a complicated…
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Study Shows Great Customer Experiences Are Rewarded by Main Street and Wall Street
Customer experience leading firms outperform laggards by a nearly 3-to-1 margin in shareholder return
Watermark Consulting has released its latest cross-industry Customer Experience (CX) ROI Study, along with several sector-specific editions focused on the Airline, Insurance and Wealth & Asset Management industries.
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NAFA Announces 2019 Board of Directors
6 Appointees Join New Wave of NAFA Leadership
The general membership of NAFA, the National Association for Fixed Annuities, unanimously approved the slate of candidates presented for the 2019 board of directors at the association’s annual meeting held recently in Nashville, Tenn.
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Customer Service: There Are None So Blind…
Do you hear your audience listening?
by Bruce Turkel
I’m sitting in the second row of the big conference room listening to the keynote speaker at a corporate event. Every few minutes the speaker raises his hand and asks the audience if they’ve experienced whatever it is that he’s talking about.
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Stalled Sales?
Get Unstuck by Engaging in a Strategic Market Analysis
by Jill J. Johnson
If you are struggling with sluggish sales, there are two critical areas you must review to address the situation. The first is determining if the slowdown is due to changes in your target market. The second is determining if your sales and promotional approaches are ineffective.
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Part-Time Nation
The “Gig Economy” leaves some working Americans financially vulnerable
In recent years, a greater number of working Americans have left the 9-to-5 career path for the “gig economy,” taking on part-time, contingent, or independent contractor positions. According to the Bureau of Labor Statistics, the proportion of the U.S. workforce employed part-time (i.e., less than 35 hours per week at any one employer) has increased…
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LIMRA and LOMA Establish the Robert A. Kerzner Scholarship Program
From the start, Kerzner was an 'agent of change'
LIMRA and LOMA today announce the Robert A. Kerzner Scholarship Program, established to honor Robert Kerzner for his contributions to the insurance industry and his years of service as CEO of LIMRA, LOMA, and LL Global.
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Investors Sought Out RIAs in 2018 Amid Market Volatility
RIAs expect more strong growth in 2019, as they welcome investors seeking advice, attract new talent, and adopt technology that enhances the client experience
Volatile markets in 2018 drove more investors to seek out the guidance of independent registered investment advisors (RIAs), with RIAs citing nearly 20 percent growth, on average, both in assets and revenues in 2018, TD Ameritrade Institutional1 found in its latest RIA Sentiment Survey.
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Top Online Reputation Trends for 2019
Careful... You are what you tweet
by John P. David
After a year that saw a slew of epic social media fails, like an Elon Musk tweet leading to a set of $20 million fines and numerous folks losing jobs over offensive posts, I can say with certainty that 2019 will offer a new batch of colorful online problems.
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Four Ways to Effectively Attract a Diverse Workforce
Having a Variety of Diversity at Your Company Can Have a Big Impact on Your Success
by Jeremy Eskenazi
Is your team diverse? Do you invest to ensure your team reflects the needs and attitudes of your customers and clients? They need to reflect the communities your employees live, work in, and provide services to.
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