Archive For "Financial advisor"

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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Phoenix Marketing International Reveals Affluent Women Working with Financial Advisors have Higher Levels of Overall Wealth

This research was featured on ThinkAdvisor. Almost half of affluent women decision-makers lack a professional wealth manager signaling a client acquisition opportunity for wealth managers Rhinebeck, NY – Phoenix Marketing International, a premier global marketing…

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Affluent Investors Unfazed by Recent Stock Market Volatility

Early results from the Phoenix Marketing International’s Global Wealth Monitor survey for September show that the  majority of affluent U.S households chose to ride out the the recent stock market volatility after consulting with their advisors….

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Phoenix Reveals The “Fall 2014 Short List” Of Investment Managers Most Likely To Be Recommended By Financial Advisors To Their Clients

Phoenix consistently observes a strong tie between a firm’s overall service, market performance and advertising effectiveness in relation to advisors’ general sentiment of impression and consideration for that brand. Phoenix Marketing International, one of the…

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The Most Important Criteria Expected from an Investment Manager Before Financial Advisors Recommend a Firm to Their Clients

Semi-annual research conducted by Phoenix Marketing International among financial advisors tracks how well investment managers are evaluated overall and by their technology & innovation offerings designed to help advisors grow their business. Rhinebeck, NY –…

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