Meredith Lloyd Rice

Financial Advisers Build Loyalty Beyond Relationships

By Michelle A. Samaad | January 23, 2013

Now that Bank Transfer Day has come and gone, some credit unions have been working hard to expand those new relationships centered on one facet that longtime members often tout: loyalty.
Investors' Account Closings Double

January 12, 2011

In the quest for simplicity and consolidation, about one in five investors closed their accounts last year according to a new Cogent Research report.
Investors Close Accounts in Search for Simplicity

By Michelle A. Samaad | December 9, 2010

About one in five investors who closed an account last year did so because of a desire to consolidate or simplify their accounts, according to a Cogent Research report.
IRAs Beat 401ks

May 26, 2010

Individual retirement account assets are now greater than in employer-based retirement accounts such as 401(k)s and 403(b)s, according to a Cogent Research study of 4,000 affluent and high net worth Americans.

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