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Fund Companies Inundate Advisers With 100 Messages a Month (MMExecutive) - Among mutual fund companies, those that contact advisers the most frequently, an average of 16 times a month, are John Hancock Funds and Evergreen Investments. Also in the double digits is Black Rock, Fidelity and Putnam.
Providers Vie for Advisors’ Attention Cogent Research Study Reveals Advisors Receive More than 100 Provider Contacts Per Month(BUSINESS WIRE)--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.
Year-end client appreciation events: How to give back in a more cost-effective way
(Investment News)
A California Fund Firm is Hiring its First Ever Wholesaler (MFWire) - Merk Investments hopes to bring on board its first ever external wholesaler by the beginning of next year and plans to bring additional salespeople down the road, The MFWire has learned.
The flaws of the elevator speech (Bank Advisor Magazine)
At Ivy, Wholesalers' Comp Marks a Shift from Past Years (InvestmentWires) - A portion of wholesaler compensation this year is tied to a bonus program.
Distributors Don't See ETFs as a Threat to Mutual Funds (InvestmentWires) - While some mutual fund firms may feel threatened by the growing popularity of ETFs, but in the eyes of distributors, ETFs do not pose a threat to mutual funds.
Hybrids on the Rise (National Underwriter) - Asset managers have reacted to the market crisis of 2008 by cutting their overall salesforce personnel by about 5%.
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