Asset Managers: Want to Win Advisors’ Business? Show Them Your App
Advisors exposed to asset managers’ mobile apps, websites and webinars were more likely to consider working with those firms, a Cogent report found.
Top 10 DC Asset Managers Rated by Mega Plan Sponsors
Among asset managers that cater to mega defined contribution plan sponsors—those with plans of $500 million or more in assets—Vanguard leads the list.
Top 10 Defined Contribution Plans by Service and Support
According to a new report by Cogent Research, defined contribution plan sponsors value service and support over a variety of other attributes when choosing a plan provider.
Top Asset Managers for Institutions: PIMCO, Loomis Sayles Lead in Brand Loyalty
PIMCO and Loomis Sayles—two institutional asset management firms occupying opposite ends of the AUM spectrum—took the lead in brand loyalty from their current clients, according to a Cogent Research study.
Retirement Plan Advisor, July 2009: Assessing the Rollover Market
Advisors should make more of an effort to tap this market
Online brokerages likely to nudge out full-service firms for rollover assets
Four-in-10 high-net worth investors with money currently sitting in an employer retirement plan are ready to roll over those assets to an IRA within the...
Self-directed investors driving ETF growth
Self-directed investors have a greater interest in ETFs than advised investors, according to new findings from Cogent Research released this week. According to Cogent, self-directed investors'...