Clients Doubling Down With Their Current Mutual Fund Managers: Study
This should give nine asset managers a boost in fund flows, according to Cogent.
Alternatives All the Rage
New research has found that 78 percent of all advisors are using alternative investments within client portfolios, according to Cogent Research, mainly for diversification and with some variation related to channel differences and other factors.
Top Funds for Advisor Loyalty
T. Rowe Price and Legg Mason benefited the most this year as advisors' use of mutual funds grew in 2011, and over the next two years a switch to ETFs and SMAs is expected.
Most Advisors Using Alternative Investments, Study Finds
New research has found that 78% of all advisors are using alternative investments within client portfolios, Cogent Research said Tuesday, mainly for diversification.
Growing Choice, Shrinking Globe
Question: How do you invest in a country that you know has opportunity, but you’re not that familiar with?
Merrill, Fidelity, Vanguard Rank Tops in Cogent 401(k) Loyalty Survey of Plan Providers
A Cogent survey of 401(k) sponsors ranks BofA Merrill with the highest loyalty rating in the micro market of $5 million or less. Fidelity rates highest among $5 million to $20 million plans, and Vanguard rates highest with mid-size plans over $20 million.