Filed Under:Your Practice, Practice Management

Cerulli Report: Firm Reputation, Trust Playing Larger Role in Investor Satisfaction

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Trust and reputation are playing an increasing role in driving the satisfaction of investors with their primary provider, according to a new report.

Cerulli Associates, Boston, Mass., published this finding in the June issue of the "Cerulli Edge: U.S. Asset Management Edition."  The report examines the marketing strategies of investment advisory firms--including regional broker-dealers, subadvisory firms and participants in retirement plans--how investors perceive these firms in the market place.  

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Nichole Morford

Nichole Morford
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