Advisor Sales Strategies

A recent report by Cogent Research shows there has been a shift in advisors commitment to their current fund companies. In its 2011 Advisor Brandscape report, the research firm reported on advisor trends and product usage among 1,643 retail investment advisors across all major distribution channels.

Since the downturn in the investment markets in 2008 and 2009, investors have taken more control over their investment portfolios, leading to a growing demand for self-directed options from the wealth management industry, according to a research report released today by Scivantage and Aite Group.

A new study by the MetLife Mature Market Institute revealed that women who take an active role in their retirement planning stand a better chance of securing their finances in retirement than those who avoid the process.

DST Retirement Solutions is implementing a new strategy to help its clients maximize the value of participant and plan websites. The company, which provides ASP and BPO defined contribution solutions, said in a news release it would focus on reengineering plan sponsor and participant websites to elevate their relevance, visual...

When the Department of Labors Employee Benefits Security Administration re-proposes its fiduciary rules, it must take into account their effect on broker/dealers, plan sponsors, record keepers and plan auditors, says Jeleen Guttenberg, a partner in the law firm Bracewell & Giulianis Employee Benefits, ERISA, and Executive Compensation group.

A report from the Insured Retirement Institute found that boomer womens confidence in retirement planning was significantly influenced by their marital status.