Archive For "Financial Advisor Study"

New Study Shows Investors Question Performance Data From Advisors and 401(k) Plan Providers

DOL Fiduciary Rule Implications: Groundbreaking Report on the State of Investor Transparency Identifies Gaps in Investment Reporting One in Three Investors Not Confident Reporting of Performance is Unbiased Offers FinancialFirms Roadmap for Investment Reporting; Outlines…

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Posted in: Press Releases, Financial Services, Customer Experience
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The “Short List” Of Brands Recommended By Financial Advisors In 2013 Contains Several Well-Known Fund Providers, Yet Their Prominence Varies By Advisor Type

Semi-annual research conducted by Phoenix Marketing International among financial advisors indicates that the top-ten brands, based on advisors’ overall impression and likelihood to consider for recommendation to their clients in the next six months, varies…

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The “Short List” of Brands Recommended by Financial Advisors in 2013 Contains Several Well-Known Fund Providers, Yet Their Performance Varies by Advisor Type

Semi-annual research conducted by Phoenix Marketing International among financial advisors indicates that the top-ten brands, based on advisors’ overall impression and likelihood to consider for recommendation to their clients in the next six months, varies…

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Posted in: Uncategorized, Financial Services
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PHOENIX MARKETING INTERNATIONAL ANNOUNCES THE “SHORT LIST” OF BRANDS RECOMMENDED BY FINANCIAL ADVISORS IN 2012

Semi-annual research conducted by Phoenix Marketing International among financial advisors indicates that the top-ten brands, based on advisors’ overall impression and likelihood to consider for recommendation to their clients in the next six months, varies…

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Posted in: Financial Services
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