New research shows that two out of three (62%) Texans prefer large, trusted and financially stable retail electric providers (REPs) over smaller REPs that typically rely on low rates to attract customers.
More 1st wave boomers and Gen Xers have chosen to keep their retirement assets in a former employer's plan for at least five years despite a significant decrease in overall satisfaction among former plan participants this year.
Vanguard, Fidelity and PIMCO earn the strongest purchase consideration from RIAs, one of the only advisor segments that's growing, again this year. Despite a heightened industry focus on targeting this elite group, Charles Schwab Investment Management is the only firm to achieve a significant increase in purchase consideration.
In the highly competitive 401(k) market, it's tempting for plan providers to aim for mega plan conversions. However, new data suggest that plan providers would be better off focusing sales efforts on small and mid-sized plans.
Comcast launched Xfinity Mobile in May 2017, and it's clear that its venture into the coveted “Quad Play” space is paying off, both as a wireless service and as a tool that enhances Comcast's core Xfinity Internet and TV businesses.
Cogent Reports measures advisor satisfaction with specific aspects of the wholesaler interaction including the top driver of purchase intent, “business-building ideas and support to my practice.” Which firms performed best?
Higher use of utility offerings builds stronger managed account customer relationshipsBusiness customers who have an account manager at electric utilities are significantly more satisfied with their service experiences compared with non-managed...