Tag: Client satisfaction

The Principal Financial Group has expanded its menu of educational guides for advisers to use with clients nearing retirement.  

Advisers who offer lower fees to attract clients are finding it difficult to raise the fees to acceptable levels, contends a report from PriceMetrix.

Russell Investments' quarterly Financial Professional Outlook found 75% of advisers predict 2011 to be a year of substantial growth.  

Half (51%) of advisers agree that having a fiduciary standard is an “extremely” or “very” big differentiator when attracting new clients, according to ByAllAccounts, Inc., an account aggregation...

Forty percent of millionaires expect a call-back from their financial adviser within two hours, according to Spectrem Group's “Millionaire Investor 2010” survey.

With the growing level of scrutiny surrounding qualified retirement plan fees, the value an adviser adds to a plan needs to be clearly defined.  

Fee disclosure regulations coming in 2011 and 2012 may seem daunting, but they also abound in opportunities.

Client-facing professionals (brokers, advisers, agents, and bankers) are the most trusted source of information in the financial services industry, according to a recent survey.  

About half of nearly 1,300 advisers surveyed by Curian Capital surveyed feel time management and efficiency will be their biggest challenge in 2011. 

The Newport Group introduced a Focus on Total Rewards benchmarking analysis, which provides comprehensive intelligence about executive benefits.

Panelists at the Virtual PLANADVISER National Conference discussed ways advisers should reconnect with plan sponsors and sweep away some of the old cobwebs surrounding retirement plans. 

Many advisory firms grapple with the possible benefits (or consequences) of participating in a merger or acquisition; a panel at the inaugural Virtual PLANADVISER National Conference discussed the...

A recent study from kasina found that 60% of asset managers have a mobile strategy in place and recommended more firms develop one as soon as possible.   

The Merrill Lynch “Affluent Insights Quarterly” survey shows that although 66% of affluent investors know conservative investing will help them avoid losing money in turbulent times, only 25%...

Wilmington Trust announced the addition of Nicholas Adams to Corporate Client Services (CCS), part of its Client Development team.

Retirement plan sponsors report that client service has now become one of their top reasons for choosing a new plan provider, according to a survey by Anova Consulting...

The Principal has published a white paper that aims to help advisers guide their plan sponsor clients through the search for the best-fitting retirement plan provider.   

An SEI Advisor Network  survey found nearly one-third (30%) of advisers said they are "optimistic" heading into 2011; however, only 3% of advisers said their clients felt the same. 

Investors do not want to jump to a rational conversation about facts and figures right away; financial advisers need to understand them on an emotional level first.    

Between late June and late August 2010, approximately 35,000 survey questionnaires were sent to defined contribution (DC) plan sponsors from the PLANSPONSOR magazine database, as...