Tag: Client satisfaction

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.

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...

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...

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.

The Prince Group (Indianapolis, Indiana)

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,...

Rick Wedge, Northgate Benefits, an NRP member firm (Novato, California)

Bernie Clark, head of Charles Schwab Advisor Services, expects to continue gain more assets from the wirehouse channel, he said at an event today in New York City.

More than half of independent advisers said their clients have modified their expectations of retirement lifestyle or plan to delay retirement, according to a survey by Curian Capital,...

Brokers/advisers are the most trusted sources to provide accurate information about investments, investing, or the markets, according to the 2010 Edelman Financial Services U.S. Trust Barometer.