Filed Under:Life Insurance, Life Planning Strategies

Cerulli: Fewer than One in Five Investment Consultants Satisfied with Teams

Photo credit: Ambro
Photo credit: Ambro

Fewer than one in five investment consultants are very satisfied with their consultant relations teams, according to a new report.

Cerulli Associates, Boston, published this finding in a summary of results from a new survey, "Cerulli Special Quantitative Update: Institutional Markets 2011." The report is an analysis of U.S. institutional markets, including public and private defined contribution and defined benefit plan endowments and foundations, insurance general accounts, and sub-advisory accounts.

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Nichole Morford

Nichole Morford
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