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.
Customers' trust levels with their local utilities directly impact the extent to which customers want regulator intervention, according to a new study released by Cogent Energy Reports at Market Strategies International.
One in two (51%) affluent investors with a balance in a former employer-sponsored retirement plan (ESRP) expects to move their money into a rollover IRA in the next 12 months, representing the potential for $382 billion* to transfer into IRAs this year....
Financial news network CNBC will no longer rely on TV ratings specialist Nielsen to measure its daytime audience, beginning later this year. Instead, it has retained Cogent Reports from Market Strategies International for the task.
Amid record sales for fixed indexed annuities over the past several quarters, a new study reveals that several challenger firms are showing stronger momentum than established market leaders among insurance agents and financial advisors.
Contrary to commonly held beliefs, many self-directed investors are not young, wealthy, active traders, but instead have varying degrees of net wealth, investment savvy and trading experience and could benefit from the support of an investment professional.
Advisors have more money than ever currently invested in mutual funds, but they are choosing to work with fewer providers overall, and increasingly concentrating more assets with their primary mutual fund provider.
An organization with no connection to Market Strategies has been placing fraudulent calls to consumers claiming to be from Market Strategies, offering a four-year vehicle warranty for $2,000. This is a scam and not a legitimate business proposition....
Defined contribution (DC) plan sponsors across all plan size segments are expanding their 401(k) plan investment menus–not by adding new investment options, but by increasing the number of investment managers they use.
Selecting a new DC plan record keeper is a labor-intensive event plan sponsors avoid until necessary, but when it comes time to make a decision, the soft factors of a relationship are the key components to winning new business.
While more than 7 in 10 affluent pre-retirees age 55 and older feel confident about their ability to generate a suitable income stream in retirement, less than one-third have determined the most sensible Medicare option or evaluated financial protections against major health event expenses.
For Wholesalers, getting face time with high-end producers is no easy task, but making those interactions effective is even more challenging, according to new findings from Cogent Reports, a division of Market Strategies International.