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While many product providers and distributors have been preparing for months, the financial advisors they rely upon are now beginning to feel the effects of the DOL fiduciary rule and are altering compensation structure, product preferences and the nature of the support they need going forward.
External regulatory and internal budgetary pressures are adding to 401(k) plan sponsors' scrutiny over cost in all aspects of plan administration. However, plan sponsors are also increasing their focus on participant engagement and are looking to offer holistic financial wellness programs and new investment advice offerings. How can providers support plan sponsors and help increase engagement with 401(k) plans?
Quiq and Market Strategies International present this research report which uncovers the metrics behind mobile customer service messaging and predicts the impact this has on consumer experience.
Despite overall market trends, institutional investors continue to offer opportunity for active managers.
Is your company relying solely on sales effectiveness to build relationships? Join Dr. Dawn Palace and Brad Perkins to learn how to measure the evolving influence and importance of sales reps within the context of a physician's holistic experience with your company.
With online shopping increasing, traditional retail models are continually challenged. Our case study offers insight into a new consumer shopping journey.
In the March issue of Quirk's Marketing Research Review, Market Strategies SVP, Erin Leedy, uses an assessment of social media brands to examine strategies for brand health measurement.
With a field period that enables analysis of the impact of the election results, this year's US Institutional Investor Brandscape captures the true sentiment of institutional investors during a period of uncertainty. We uncovered fascinating shifts in mindset and practices which will have long-term implications for demand of investment products and services.
Based on our 2016 Advisor Touchpoints™ data, this white paper provides insights into the mutual fund, ETF and variable annuity providers that created the strongest connections with advisors as well as the share of voice achieved by leading providers across nine individual marketing touches.
The DOL fiduciary ruling has altered financial services in long-lasting ways. Although providers may be trying, half of DC advisors aren't feeling support when it comes to the new regulation. This lack of perceived support in a time of great change will undoubtedly affect advisor perceptions and loyalty of the providers they work with regardless of the future of the ruling.