kasina and Horsesmouth found that advisers appreciate well-constructed value-added programs because they often lead to business growth.
Tag: Client satisfaction
In its survey, “Wealth in Black America,” Northern Trust found that affluent Black Americans feel more responsible for financially supporting family members than other affluent households, but have similar concerns about retirement.
At the PLANADVISER National Conference, retirement plan advisers got to hear straight-talk from four plan sponsors about what they expect from their advisers.
Research done by Anova Consulting Group shows how properly training new, small-market plan sponsors is imperative for advisers and plan providers to achieve client satisfaction.
The SPARK Institute has posted more than 20 answers to new questions it has received regarding its 403(b) Plans Information Sharing Data Elements Best Practices and Best Practices for Multiple Vendor Plans Remittance and Census Data Elements.
If you’re a small business owner - and many advisers are - odds are you’re pretty happy about that decision.
A new national opinion poll conducted for Certified Financial Planner Board of Standards finds nearly two out of three Americans (65%) are more concerned about their finances today than they were at the beginning of the financial crisis two years ago.
An analysis of Mercer’s database of 1.2 million defined contribution plan participants suggests that participants who utilized automatic rebalancing and automatic deferral increase during the recent market downturns realized greater account balance increases.
Populist pressures weigh on nonqualified deferred compensation programs.
It is becoming less common for one member of a couple to assume all of the financial responsibility and decision-making, according to a new survey.
Of advisers asked in a recent survey who or what their biggest competition is, more than one-third (35%) said it is clients’ fears, which results in lack of financial action.
According to financial advisers, the largest impediments to Americans’ financial security are self-imposed.
The economic turmoil over the last couple of years has shaped the way high-net-worth individuals view their own investment portfolios, their economy, and their government, a new report shows.
Financial advisers who help clients to understand the impact of the markets have more satisfied clients, a recent survey suggested.
The overwhelming majority (91%) of surveyed financial advisers said they have made changes to their clients’ retirement portfolios, and many are looking toward guaranteed income products.
Rick Wedge of of Novato, California-based Northgate Benefits, an NRP member firm, has been named the 2010 PLANSPONSOR Retirement Plan Adviser of the Year and The Prince Group in Indianapolis, Indiana has been named the 2010 PLANSPONSOR Retirement Plan Adviser Team of the Year.
Rick Wedge, Northgate Benefits, an NRP member firm (Novato, California)
The Prince Group (Indianapolis, Indiana)