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....
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.