Tag: Client satisfaction

Advisers Shine Beyond the DC Plan

As one would expect, advisers have a greater impact on plan performance when they play a more active role in the retirement plan committee’s ongoing discussions and decisions about setting goals.

Trust Builders Revamps Fiduciary Support

“Financial advisers’ clients need to understand how market volatility can hurt their chances of a successful retirement, and they also need to know that options are available to mitigate the risk,” the firm suggests. 

Navigating Through a Low-Fee World

“About 45% of households believe the financial advice they receive is free, or they are unsure whether they pay for financial advice, but there are several forces driving consumers’ attentiveness to fees,” according to a new study by Cerulli Associates.