Advisors Wading Deeper Into Liquid Alts
The liquid alt strategy used by the greatest number of advisors is real estate, a Practical Perspectives report finds.
More Focused, Less Frequent Marketing Gets Advisors’ Attention
Product providers’ efforts to reach financial advisors may be for naught if they don’t ease up on how often they’re communicating with them.
Advisors Overwhelmingly Prefer LinkedIn Over Facebook, Twitter
New report from Practical Perspectives finds that 9 in 10 advisors use LinkedIn, far more than any other social media platform.
Skipping Social Security Advice Equals Missed Opportunity for Advisors
There is rising demand for Social Security guidance, but only a small percentage of advisors are reaping the benefits of offering it, new research says.
Fund Firms Lag in Social Security Support to Advisors
Only BlackRock is recognized as a Social Security resource by a majority of advisors; the Social Security Administration is the top source of information overall.
Advisors’ Favorite Value-Add Programs: Social Security, Search for Yield
American Funds and JPMorgan offer the most popular value-add programs while PIMCO falls off Top 10 list, new survey finds.
Demand Is Growing for Retirement Income Products
Advisors need help from asset managers and insurers to help their retirement clients meet multiple financial goals, according to Practical Perspectives.
Advisors Overwhelmed by Product Pitches: Study
Advisors don't need a study to tell them how often they’re pitched; for product providers, however, the results could be eye-opening.
Added-Value Programs Leave Advisors Wanting
Financial advisors do value financial firms’ value-added programs—they just want the firms to add more value. That is one conclusion of a new study examining advisor attitudes on the plethora of programs.
Advisors Struggle to Serve Aging Boomers: Report
Financial advisors are challenged with how to effectively attract and engage with investors nearing or in retirement.