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.
PANC 2009: Provider Services Increase an Adviser’s Value Proposition
For advisers hoping to build out their businesses, recordkeepers and investment providers can provide a host of services and programs to help, according to a panel of retirement...
Affluent Investors Happy with Their Adviser
More than three-quarters (79%) of affluent investors are satisfied with their financial adviser, according to a new quarterly survey by Merrill Lynch Wealth Management.
Independent Advisers Feel Good about Future
It’s been a challenging year, but independent registered investment advisers (RIAs) are optimistic, according to a quarterly survey by TD AMERITRADE Institutional.
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...
Independent Advisers Report More Optimism
Forty-one percent of independent investment advisers reported that retired clients are reducing the amount of their retirement distributions, according to a study by Charles Schwab.
Principal Kit Helps Advisers Target Life Events
Principal Financial Group said its new kit offers financial professionals marketing materials to identify and help clients through life events, such as retirement.
IMHO: Looking Class
Next week PLANSPONSOR and PLANADVISER will open nominations for our Retirement Plan Adviser of the Year awards.
Advisers Report More Client Contact through Recession
More than half of surveyed advisers (57%) indicated that the economic crisis has had a large impact on their business—but it also might be an opportunity.
Relationship with Adviser Drives Investor Firm Satisfaction
The financial adviser is the most important aspect of overall investor satisfaction with full service investment firms, comprising 30% in 2009—an increase from 22% in 2008, a new...
Empire State Administrator Enhances Call Center and CSRs
BPAS, a Utica, New York-based administrator and consultant, has upgraded its call center and customer service representative (CSR) teams.
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.
Fund Investors Say Advisers Made Difference
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).
Number of Millionaires Declined Last Year
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.
IMHO: Trust “Company″
I saw an interesting event headline the other day. It said simply, “Trust is an economic stimulus package.″
Concerned Clients Calling More
A more volatile market and nervous investors appear to be taking more time from their financial advisers.
The Hartford Offers Web Resource for Sales Assistants
The Hartford has launched the Sales Assistant's Corner, an online resource to meet the professional needs of sales assistants.
MassMutual Releases White Paper for Retirement Plan Advisers
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 Hosts Webcast about Retaining Clients
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.