CIO Sharna Morelli has decided to retire, and John Sivak has been promoted to SVP and will lead the firm’s IT division from the Livonia, MI headquarters.
Escalent offers a road map for companies to avoid customer churn through transparent, repeated communications.
To win rollover IRA dollars, financial firms should zero in on Millennials and harness the influence of advisors to capture former ESRP assets.
New study offers a view of consumer pain management and the alternatives to opioids that patients are willing to consider.
Stec will lead Escalent’s finance, accounting, contracts, and legal functions and will work out of the Livonia, MI headquarters.
2019 marks the first year that advisors report consolidating the number of ETF providers they use
Carpenter will lead business development planning for the European office and integrate its efforts with similar work being done globally across Escalent.
New report exploring consumer attitudes – from fear to excitement – regarding the adoption of autonomous vehicles (AVs).
New study offers digital financial services industry a deep look into causes of growth slump and highlights potential solutions
As business owners articulate a positive outlook on their local economies, an opportunity is opening for utilities to step in as trusted business advisors.
DC plan sponsors value trustworthiness the most when considering a provider—even more so than fees, investment flexibility and product innovation.
Stronger Community and Communication Skills are Building Utility Trust - 32 Utilities Named Most Trusted Brands
Leading Human Behavior and Analytics Firm Brings Clients Unique Perspectives to Drive Their Businesses Forward
An experienced automotive consultant, Mike Dovorany joins our ever-growing Automotive Team as vice president in our Irvine, CA office.
Renewable energy is now the dominant customer choice for the nation's power supply. Over 40% of consumers now prefer renewable utility generation as a first or second choice compared with just 25% last year.
Demand for active fixed income is on the rise in the institutional market, and PIMCO is not the only firm that's poised to benefit.
Utility customers derive a huge 94% of their satisfaction from the amount of effort they exert to do business with their utility, and yet the industry average Customer Effort index score is a moderate 730 on a 1,000-point scale.
Financial advisors looking to invest client assets in annuities rank Jackson National, Lincoln Financial Group and Pacific Life in their top five across three types of annuities. However, the leader and subsequent rankings vary by product category, as advisors are influenced by different factors when considering each product type.
Despite a two-point drop in the average net promoter score (NPS) of Texas retail electric providers (REP), five REP standouts post NPS of at least twice the market average.
Despite the strength and fit of an investment strategy, an asset manager's marketing and sales teams can make or break institutional success.
Signaling the need for a shift in utility priorities, 65% of businesses would like their utility to invest in activities that support building local communities and energy consumption management programs, while 62% of businesses do not believe utility investments toward improving reliability or service operations are a priority.
Thirty-three utilities have been designated 2018 Customer Champions among residential customers, an annual honor given to gas, electric and combination utilities that exhibit exceptional performance in Brand Trust, Service Satisfaction and Product Experience.
DC advisors are managing fewer plans, on average, but as the asset size of those plans is trending higher, it's impacting the support they need.
Vanguard, Fidelity and PIMCO earn the strongest purchase consideration from RIAs, one of the only advisor segments that's growing, again this year. Despite a heightened industry focus on targeting this elite group, Charles Schwab Investment Management is the only firm to achieve a significant increase in purchase consideration.
Texas retail electric providers (REPs) are hitting a home run when it comes to brand trust. Market Strategies announces nine Texas REPs as Most Trusted Utility Brands for 2018.
In the highly competitive 401(k) market, it's tempting for plan providers to aim for mega plan conversions. However, new data suggest that plan providers would be better off focusing sales efforts on small and mid-sized plans.
Stephan Schroeder, an experienced automotive specialist, joins our ever-growing Automotive Team as vice president of business development.
New research reveals that millennial women, despite their own uncertainty, outperform millennial men in their knowledge of financial and insurance terms.
The merger is part of an acquisition of both firms by STG, a Palo Alto, California-based private equity firm.
Morpace won the Smart Community Prize for our DataDialogue | Park app concept to help long-haul truck drivers find parking.
DataDialogue| Pulse, Powered by Morpace, designed for fleet professionals to improve corporate profitability, was unveiled at Geotab Connect, in Toronto, Canada, from June 11, 2018 to June 13, 2018.
Morpace Senior Director of Client Services Greg Swando will moderate a consumer panel on “Beyond Early Adopters – Driving EVs Into The Main Stream” on June 7, 2018.
According to the latest data from Cogent Reports , ETF providers are poised to capture a bigger slice of affluent investors' assets
Comcast launched Xfinity Mobile in May 2017, and it's clear that its venture into the coveted “Quad Play” space is paying off, both as a wireless service and as a tool that enhances Comcast's core Xfinity Internet and TV businesses.
Morpace Automotive Vice President Dania Rich-Spencer presents “Improving Asset Utilization & Profitability for a Long-Haul Trucking Company” at Wayne State University Big Data & Business Analytics Symposium on March 23, 2018.
New study finds consumers who understand IoT technologies want more regulation. The study identifies diverging points of view between two emerging groups of consumers and workers in the IoT market.
Market Strategies International uncovers the motivation for choosing a credit card when considering which rewards are offered.
We'll be attending and exhibiting at Insights Association's Corporate Researchers Conference in Orlando. Stop by our booth to say hello to Paul Hartley, Greg Mishkin, Steve Goodwin and Christian Almonte!