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While the 401(k) industry is broad, the subset of DC plans seeking a new provider is actually quite limited. For plan providers and investment managers aiming to win the business of plans in transition, it's crucial to understand how to reach and appeal to the most receptive prospects.
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.
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.
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.
This white paper based on findings from the Retirement Planscape report provides unique insight for DC investment managers and plan providers to help shape plan sponsor support.
Quirk's Marketing Research Review takes a look at the unique data-gathering process behind the Harvard Impact Study, which sought to quantify the global economic and social impact of Harvard alumni.
Facing eroding profitability, increased customer choice, and regulatory and customer pressure to boost demand-side programs, it's clear that energy utilities and retailers must strengthen their customer relationships. This white paper was written with EnerNOC.
Overall, institutional investors appear to be heeding the call and have their sights set on active management for the near future. Yet allocation to actively-managed strategies declines as asset size grows, with the largest institutions clearly preferring less traditional asset classes. This free white paper examines the use of active vs. passive strategies in the institutional marketplace.