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On Top of Advice 24 May 2012 | 11:00 pm
An area of recent regulatory focus is the encouragement of sponsors to offer investment advice to plan participants. At present, delivery and adoption of advice varies considerably by plan size. Howev...
Fee Phobia 22 May 2012 | 11:00 pm
The proportion of sponsors who profess a solid understanding of provider fees remains surprisingly low and unchanged from last year, ranging from a low of 38% among Micro plan sponsors to roughly two-...
The Social Security Deficit – An Issue for Debate 17 May 2012 | 11:00 pm
While the deficit is larger and the date of exhaustion nearer, the story remains the same – the Social Security program faces a financing shortfall over the next 75 years, which should be addressed so...
Opportunity? ETFs and Retirement 14 May 2012 | 11:00 pm
Last month we asked if you would use ETFs in your personal retirement plan account(s) if available − three-quarters of you said, yes!¹ Interestingly, despite the popularity of ETFs among investors an...
Free Whitepaper: The Wholesaler Quality Index & Trends 8 May 2012 | 12:00 am
Providing effective wholesaler support is an important element of enhancing an advisor’s attitude and loyalty towards asset managers. In fact, nearly 4 in 10 advisors indicate that in-person wholesale...
The Rise of ETFs: Product Usage by Channel 2 May 2012 | 11:30 pm
Earlier in the week we discussed investment product usage trends among advisors. Here we dig deeper and look at the difference in product usage by the different channels. With the exception of mutual ...
Advisor Trends: The Rise of ETFs 30 Apr 2012 | 11:30 pm
Advisors continue to rely upon a wide variety of investment products to help them service their clients’ investment needs. In fact, usage of all products except variable annuities is up significantly ...
The Effects of Market Volatility: Asset Allocation 25 Apr 2012 | 11:30 pm
Corresponding to the changes in product ownership, the proportion of total assets that mutual funds represent in investor portfolios has declined substantially – from 53% in 2006 to just 26% in 2011. ...
The Effects of Market Volatility: Product Ownership 23 Apr 2012 | 11:30 pm
The rise of investment conservatism among the affluent population over the past six years has had a remarkable effect on product usage and asset allocation. In 2006, the mutual fund was king. A full 9...
The Effects of Market Volatility: Investor Risk Tolerance 19 Apr 2012 | 11:30 pm
April marks our sweet 16th birthday, so what better time to reflect on the past – and future – of the the two audiences that ignited our syndicated business – Investor and Advisor Brandscape®. Throug...
