5 fund firms that ‘connect’ with advisers
Mutual fund companies spend a lot of time and money trying to persuade financial advisers to recommend their products to clients. According to a newly released study, some are succeeding better than others.
Cogent Research this week issued the results of a survey of some 1,500 registered advisers that explored their perceptions of mutual fund providers. The purpose? To see which mutual fund providers do the best job keeping advisers feeling “personally connected to the company, its products, and services.”
Source: Advisor Touchpoints 2010, Cogent Research