Posted in January 12, 2012 ¬ 4:51 pmh.admin
Nearly a third of Active Traders, investors who make three or more trades on a monthly basis via a self-service online trading platform, indicate they are likely to open a new online trading account in the next six months. While this group of investors recognizes 19 online brokerage providers, only six firms have a solid [...]
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Financial, Uncategorizedactive traders, Advisor Brandscape, affluent investors, attracting traders, brokerage, Charles Schwab, Cogent Research, Fidelity, Investing, Investor Brandscape, market research news
Posted in October 4, 2010 ¬ 11:00 amh.Cogent Research
For many years, the three major exchange traded fund (ETF) providers—iShares, State Street, and Vanguard—have been able to grow share by leveraging their volume, early pioneer status, and strong brand reputations. However, the ETF landscape is changing, as new providers enter the market or continue to announce their intent to offer solutions in this growing market segment.
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FinancialAdvisor Brandscape, BlackRock, Charles Schwab, Eaton Vance, ETFs, Fidelity, iShares, John Hancock, Legg Mason, PIMCO, State Street, T. Rowe Price, Vanguard
Posted in September 16, 2010 ¬ 11:00 amh.Cogent Research
It wasn’t long ago that many advisors avoided Putnam Investments, whether due to poor performance, lack of wholesaler support, or lingering associations with the mutual fund market timing scandals of 2003 and 2004. However, today advisors are taking a second look at one of the oldest mutual fund families in the United States.
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FinancialAdvisor Brandscape, Ameriprise, Columbia Funds, CoRe Score, Eaton Vance, Janus, MFS, Mutual Funds, Putnam Investments, Robert Reynolds, The Hartford
Posted in September 7, 2010 ¬ 10:00 amh.Cogent Research
Once viewed as a low-risk way to generate additional returns on funds, structured investment vehicles have taken some heat recently as companies reinvested securities collateral in them and they sank in value during the market downtown.
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Posted in August 25, 2010 ¬ 12:47 pmh.Cogent Research
In an ironic turn of events, National distributors are the biggest beneficiaries of the 15% increase in advisor
satisfaction reported in the 2010 Advisor Brandscape. Last year, wirehouse reps were the least-satisfied group
of advisors across all channels.
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