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Examples
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Lee Kowarski, Principal, at kasina shared the top five firms whose value-added programs were ranked the highest by 3,162 advisors in their Q2 2010 FA Vision Benchmarking Survey:
Forbes.com: News Elizabeth MacBride 2011
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In a recent report, kasina LLC, a consulting firm specializing in mutual funds, praised the site for the depth of its market commentary and a fund comparison tool that allows users to compare up to three American Funds or a combination of funds and indexes.
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One audience kasina is targeting with the survey results is asset managers, that group tends to need help better understanding adviser preferences.
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Takes #2 spot in kasina rankings, among other accolades web site, advisor communications, and customer service.
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That's based on the finding that among "high-value advisers" (those defined by kasina as being in the top 10% of assets under management, averaging at least $286 million), 55.4% responded that "asset managers sent them too much e-mail."
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As reported by MutualFundWire, financial consultants kasina and Horsesmouth recently completed a survey of more than 3,000 financial advisors and asked them to rank 21 fund companies for levels of manager expertise and knowledge.
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A survey by kasina of 536 financial advisors revealed that intranets are still the most commonly accessed sites, while social media use continues to increase and more than two-thirds share content with clients.
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A survey by kasina of 536 financial advisors revealed that intranets are still the most commonly accessed sites, while social media use continues to increase and more than two-thirds share content with clients.
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A survey by kasina of 536 financial advisors revealed that intranets are still the most commonly accessed sites, while social media use continues to increase and more than two-thirds share content with clients.
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For the survey kasina, in partnership with the Horsesmouth online adviser community, surveyed 536 financial advisers regarding their online behavior.
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