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.
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.