Not unlike the decisions consumers use to pick a TV provider or a cell phone service, retirement advisors also look for some standard measures of good service when picking an asset manager.
According to research in the January issue of the U.S. Asset Management edition of the Cerulli Edge, created by the Boston-based research firm, strong and positive client services, a helpful and interactive website and even recognizable branding are all important factors in making the choice of asset manager.
This month's issue pays particular attention to marketing and branding challenges, distribution efforts and some of the aspirations for product development and enhancements in the New Year.
Complete your profile to continue reading and get FREE access to BenefitsPRO, part of your ALM digital membership.
Your access to unlimited BenefitsPRO content isn’t changing.
Once you are an ALM digital member, you’ll receive:
- Breaking benefits news and analysis, on-site and via our newsletters and custom alerts
- Educational webcasts, white papers, and ebooks from industry thought leaders
- Critical converage of the property casualty insurance and financial advisory markets on our other ALM sites, PropertyCasualty360 and ThinkAdvisor
Already have an account? Sign In Now
© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.
