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It’s an advisor’s dream: Having customers as devoted and loyal as the adoring fans at a Lady Gaga concert. The customers would follow the advisor from bank to bank or even to a different channel in the same way that rock star groupies follow their favorite performers. Building that kind of loyalty, of course, isn’t easy. It takes time and perseverance. Rick Rummage, founder and CEO of the career-consulting firm The Rummage Group, has five tips for advisors who want to build a strong following among their customers. Here’s how they can achieve the advisor equivalent of rock star status.
March 2
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Many investors put off making final Individual Retirement Account contributions until the last minute. Now, Fidelity Investments has an app for that.
March 2 -
Wells Fargo Funds Management, LLC, the investment advisor to Wells Fargo Advantage Funds, has rolled out a fund that will invest in a wide range of alternative investments.
March 2 -
The chief economist of The Dreyfus Corporation said Wednesday that world growth will slow down again in 2012, based on International Monetary Fund calculation methods.
March 2 -
Larry Fink, chief executive of BlackRock, wants the asset management industry and government to take the lead in propping up investors' morale in a flagging market.
March 2 -
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The coming year is shaping up to be a fresh start for alternative mutual fund shop Pyxis Capital.
March 2 -
To Securities and Exchange Commission chairman Mary L. Schapiro's mind, the current state of the money market fund business is "living on borrowed time."
March 2 -
With ears to the ground in more than 30 countries, Franklin Templeton's fund managers are ready to buck plenty of fixed income investing trends in 2012. Most notably, they plan to embrace active management of their funds, as well as global volatility.
March 2 -
The Principal Financial Group has entered into a definitive agreement to buy a 60 percent stake in Claritas Investments, Ltd., a Sao Paulo-based mutual fund and asset management company with more than $1.8 billion in assets under management.
March 2
