While most high-net-worth (HNW) individuals are satisfied with their primary advisers, 13% plan to shop around for a new one, according to a study by Phoenix.
Tag: Client satisfaction
The extent to which investors delegate investment decisions to their advisers seems to shape how much investors value the relationship, according to the Investment Company Institute (ICI).
The financial crisis has taken a toll on the nation’s wealthiest, with almost a third of high-net-worth households losing millionaire status, according to a Spectrem Group report.
I saw an interesting event headline the other day. It said simply, “Trust is an economic stimulus package.″
A more volatile market and nervous investors appear to be taking more time from their financial advisers.
The Hartford has launched the Sales Assistant's Corner, an online resource to meet the professional needs of sales assistants.
MassMutual's Retirement Services Division has published a new white paper exploring factors that help make retirement advisers successful and the correlation between adviser success and plan sponsor 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 them meet their financial goals.
What do clients really think about advisers’ services?
According to clients, more is not always better when it comes to meeting with their advisers.