Not unlike the decisions consumers use to pick a TV provider or a cell phone service, retirement advisors also look for some standard measures of good service when picking an asset manager.
According to research in the January issue of the U.S. Asset Management edition of the Cerulli Edge, created by the Boston-based research firm, strong and positive client services, a helpful and interactive website and even recognizable branding are all important factors in making the choice of asset manager.
This month's issue pays particular attention to marketing and branding challenges, distribution efforts and some of the aspirations for product development and enhancements in the New Year.
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