Tag: Client satisfaction

IMHO: Worth Whiles

I’m sure you’ve seen that commercial where a series of more-or-less everyday events and their price tags are presented.

Schwab Adds Client Feedback Tools

Schwab Advisor Services unveiled enhancements, including a waiver of fees for its merger and acquisition listing service, an online version of its Scorecard tool, and a new client...

IMHO: Looking Class

Next week PLANSPONSOR and PLANADVISER will open nominations for our Retirement Plan Adviser of the Year awards.

What HNWs Want

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.

IMHO: Trust “Company″

I saw an interesting event headline the other day. It said simply, “Trust is an economic stimulus package.″