Tag: Client satisfaction

SPDR University, State Street's educational resource for investment professionals, introduced an on-demand Webcast to help financial advisers retain client relationships during uncertain times.

Reflecting investors deep concerns about the volatile markets, fund performance is no longer the main driver of mutual fund company loyalty, according to a study from Cogent Research.

During the financial crisis, millionaires did not express satisfaction with their advisers’ performance, but independent advisers fared better, a SpectremGroup study found.

As the main source of financial information for affluent investors, advisers can help them move through the crisis.

Failure to return phone calls was the most common reason for high-net-worth (HNW) individuals to leave their financial services company.

Raymond James led in investor satisfaction among 19 full service investment firms, according to a study from J.D. Power and Associates.

Clients want more than numbers from their advisers.

It seems that nearly everyone today is feeling the pinch of the current economy.

A survey said 87% of investors have a high degree of trust in their adviser, but a majority are dissatisfied with the fund industry.

The path to business success in the retirement plan adviser world is paved with good relationships, according to new Fidelity Investments research.

More than half (57%) of wealth management clients are not advocates of their advisory firms, and over 40% do not consider their firm a "trusted adviser" to help...