Market Strategies’ national omnibus study explored trust in a variety of financial services product categories, including banking, credit cards, home mortgage, investment services, auto, home and life insurance.
Dozens of asset managers and consulting firms are courting institutional investors with solutions-based approaches, yet relatively few are successfully achieving meaningful recognition for their liability-driven investing (LDI) or outsourced chief investment officer (OCIO) capabilities.
A new survey by Cogent Reports™ found that electric utilities have succeeded in forging strong relationships with minority-owned businesses and with certain industry segments. This and other findings can be found in the Utility Trusted Brand & Customer Engagement™: Commercial study.
DTE Energy, PPL Electric Utilities, SRP and three others named top energy consumption product providers. Energy consumption management programs are in high demand according to a study by Cogent Reports.
Proprietary target date offerings are no longer a shoo-in as nearly half (47%) of all advisors selling DC retirement plans now recommend an external manager for target date funds rather than the proprietary target date funds offered by the plan recordkeeper.
Early adoption of robo-advisors is being driven by Millennials, but Gen X wants in on the action. With nearly one-third (30%) of affluent Americans are already using some type of automated investment advice service, robo-advisors can't be ignored.
Interest Is High but Consumers Are Slow to Flip the Switch on Solar. Thirty-six utility Environmental Champions were announced today by Cogent Reports™, the syndicated research division of Market Strategies International.
With the exception of face-to-face visits from a wholesaler, new data from Cogent Reports™ reveal that across nine types of marketing outreach, digital approaches deliver the biggest lift in financial advisors' provider consideration levels.
Just over one in ten (11%) of 401(k) plan sponsors report they are very likely to replace their current recordkeeper sometime over the next 12 months, consistent with the 11% of sponsors who forecasted doing so and followed through in 2014.
Mega plan sponsors, which often serve as indicators of new industry trends, are pushing the envelope yet again, going beyond target date funds by offering more personalization to their plan participants through managed account vehicles.
As defined contribution (DC) plan sponsors continue to refine their investment lineups, there is a sizable shake-up among the top 10 DC investment managers plan sponsors think of when considering a change to their lineups.