Tag: Client satisfaction
research
2015 PLANADVISER Recordkeeper Services Guide
Different Strokes - Finding the right recordkeeper for you and your clients
intro
Standout Performance
If, in the annual review meeting, you aren’t highlighting all of the efforts you’ve made throughout the year to improve and...
Investors Say They are Partners with Their Financial Advisers
More than a third say their adviser’s recommendations have boosted their investments substantially.
Affluent Investors Very Optimistic About Their Finances
Nearly 90% who work with an adviser want them to serve as a partner.
How Passion Can Build an Adviser’s Brand
Many advisers evoke the idea of “passion for work” as an anchor for their brand. But as the industry continues to be more competitive, is an idea enough?
When Onboarding New Participants, Keep It Simple
New ways to get younger employees engaged with the retirement plan—and keep them there.
Plan Adviser Satisfaction Does Not Equal Loyalty
A survey finds retirement plan sponsors are very satisfied with their plan advisers, but that doesn’t mean they aren’t open to switching to a different one.
Providers Losing Plan Sponsor Trust
According to Chatham Partners, plan providers may be at risk of losing their clients.
PLANADVISER Changes Top 100 Listing
Methodology evolution will more closely link to quantitative metrics.
Battening Down the Hatches Against a Data Breach
Retirement plan advisers and plan sponsors share some concerns about data security, but advisers are especially worried.
Independent RIAs Bullish on Their Future
The majority of registered investment advisers believe their businesses will grow at a faster rate than the market.
CLS, Riskalyze Roll Out Autopilot
An automated asset management platform from CLS Investments and Riskalyze is now live.
Advisers Need to Step Up Senior Benefits Game
Only 36% of advisers provide guidance on Social Security, Senior Market Sales says.
Lightening the Burden of Success
Deep thinking about work flows and client segmentation is needed to surpass the $100 million mark in assets under advisement.
Adviser Relationships Can Mean Rollover Opportunities
Plan participants who regularly work with a financial adviser are likelier to have discussed the pros and cons of a rollover.