Tag: Client satisfaction

A study found that institutional investors’ satisfaction with their investment managers is greatly influenced by client service and can be managed regardless of the economic climate or investment...

Advisers are facing several new challenges in the “post-recession” climate, and many feel that they have to tackle these challenges on their own, according to a survey conducted...

Tamarac Inc., a provider of integrated portfolio management software and services, has created Advisor View, a new performance reporting application.   

Cogent Research found that providers will gain business and loyalty from advisers if they are able to establish both a functional and emotional connection with advisers.   

Every adviser needs a plan – but what sort of plan are we talking about?  An investment plan?  A benchmarking plan? And how short- or long-term should a...

kasina and Horsesmouth found that advisers appreciate well-constructed value-added programs because they often lead to business growth.   

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...

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...

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...

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...

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.