M&A Activity, Healthy Business Growth are Now Top Triggers for Switching 401(k) Recordkeepers
25 juin 2024 10h00 HE
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Escalent, Inc.
M&A, healthy business growth are key drivers for recent plan provider changes among 401(k) plan sponsors who've switched recordkeepers in past two years
Financial Service Providers Brace for Historic Wealth Transfer
18 juin 2024 10h00 HE
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Escalent, Inc.
LIVONIA, Mich., June 18, 2024 (GLOBE NEWSWIRE) -- With a staggering $90 trillion in assets projected to change hands over the next two decades in what's deemed the largest intergenerational wealth...
Advisor Use of Alternative Investments Increases, While Allocations Remain Stable
11 juin 2024 10h00 HE
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Escalent, Inc.
LIVONIA, Mich., June 11, 2024 (GLOBE NEWSWIRE) -- Despite historical limitations to access alternative investment vehicles and their known liquidity challenges within the private sector, asset...
Cogent Syndicated Study Reveals Optimal Marketing Mix for Institutional Investors
20 mai 2024 10h00 HE
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Escalent, Inc.
LIVONIA, Mich., May 20, 2024 (GLOBE NEWSWIRE) -- Institutional asset managers are increasingly leaning on digital marketing to build and maintain relationships with institutional investors. But...
Utility Efforts to Improve Ease of Doing Business Grapple With Energy Pricing Headwinds
11 avr. 2024 09h00 HE
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Escalent, Inc.
A new Cogent Syndicated report from Escalent reveals that utilities continue to struggle to make it easy for their customers to do business with them.
Telematics Market Is Prime for a Pull-Ahead Leader
09 avr. 2024 10h00 HE
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Escalent, Inc.
Most fleet decision-makers have little unaided recall of telematics brands, according to new data from Escalent, a top data analytics and advisory firm.
BEV Shoppers Lack Awareness of Vehicle-to-Home, Vehicle-to-Grid Capabilities
20 févr. 2024 10h00 HE
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Escalent, Inc.
New data from Escalent EVForward™ reveal need for compelling value propositions to sell consumers on a BEV-centered energy ecosystem, including V2X.
Model Portfolio Growth Plateaus as Advisors Pivot to Boost Separately Managed Accounts
06 févr. 2024 10h00 HE
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Escalent, Inc.
Fewer advisors anticipate increasing their allocations to model portfolios in the year ahead, according to data from Cogent Syndicated.
Leading Utilities Increase Business Customer Engagement by Offering Reliable Energy Partnerships
19 déc. 2023 10h00 HE
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Escalent, Inc.
LIVONIA, Mich., Dec. 19, 2023 (GLOBE NEWSWIRE) -- A new Cogent Syndicated report from Escalent finds that persistent inflation and higher energy prices are impacting business customer engagement,...
Retirement Plan Advisors Laud Merits of SECURE 2.0
14 déc. 2023 10h00 HE
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Escalent, Inc.
A new Cogent Syndicated report from Escalent demonstrates retirement plan advisors value the SECURE 2.0 Act.