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Article: Providers Vie for Advisors' Attention.
- Article from:
- Investment Weekly News
- Article date:
- November 21, 2009
CopyrightCOPYRIGHT 2009 NewsRX. This material is published under license from the publisher through the Gale Group, Farmington Hills, Michigan. All inquiries regarding rights should be directed to the Gale Group. (Hide copyright information)
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Managing an average fourteen product provider relationships, the typical advisor receives more than one hundred emails, mailings, wholesaler visits and internal sales desk calls every month - just from the firms they work with. Cogent Research's new Advisor TouchpointsTM 2009 report explores the frequency, combination, and effectiveness of leading product providers' outreach efforts, revealing not only industry-wide best practices, but surprising performance by some unexpected players as well.
According to the report, the current most active communicators among mutual fund firms are John Hancock Funds and Evergreen Investments, with each averaging about 16 ...