In the News:
Advisor Asset Manager Preference Rankings
Pulse Logic today released their 2012 Q1 Retirement Plan Advisor Asset Manager Preference Rankings. Click here to download the Q1 Rankings
Tuesday, April 24, 2012
Plan Advisor Services and Fees Guide
Pulse Logic today announced the development of the most comprehensive and functional Plan Advisor Services and Fees Guide. This advisor aid was developed from Pulse Logic's on-going advisor studies of fees and services. Ken Cochrane, Managing Director, reported, "By focusing exclusively on the specialist advisor, we have been able to develop meaningful fee ranges and service offerings based on plan size and requirements. Then, going a step further, we've been able to break down the fee ranges by the advisor's expertise and related services, allowing the advisor to charge a specific fair and reasonable fee directly related to their expertise. This tool will not only allow broker/dealers and RIAs to provide guidance to their advisors, but will also prove an effective value-add to managers and recordkeepers." To learn more, contact Pulse Logic directly.
Wednesday, February 22, 2012
Pulse Logic today released their 2011 Q4 Retirement Plan Advisor Asset Manager Preference Rankings. Click here to download the Q4 Rankings
Tuesday, January 10, 2012
Pulse Logic Managing Director, Ken Cochrane will speak today at John Hancock's Fund Partners Forum. As the only outside speaker, Ken has been asked to share insights into DCIO vender value-adds, their correlation to generating new business, and the impact of good wholesaling on value-adds and new business.
Wednesday, December 14, 2011
Having completed several comprehensive studies on retirement plan wholesalers, Pulse Logic has been hired by a leading product provider to evaluate their wholesalers' work with plan advisors, benchmarking their performance, and advisor acceptance against the industry.
Friday, November 2, 2011
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Pulse Logic Retirement Plan Advisor Study
"The Pulse Logic Survey provided us with valuable insight into the minds of our Financial Advisors on what they want from our product vendors and how those vendors can be more productive in our channel."
— Peter Prunty, Executive Director, Corporate Retirement Sales, Morgan Stanley Smith Barney "This information (Pulse Logic Retirement Advisor Study) is very valuable to both us and our vendors...The perception of wholesalers and wholesaling activities as revealed in this survey suggest opportunities for vendors to make changes."
— Patrick Oberlander, Director of Corporate Retirement Plans, UBS Financial Services Inc. "The report really shows the extent to which vendors would benefit by better understanding how to work within the broker dealer. There is a great deal of opportunity in crafting distribution support to specific types of advisors - expert, generalist, etc."
— Bo Bohanan, Raymond James "Pulse Logic....produces high quality meaningful research directly associated with many of the things we work on in our retirement consulting practice." - Plan Advisor of the Year Finalist “The information contained in the Pulse Logic survey for the NIPA event provided insight as to those administration firms employing active management of their firms resulting in better overall service to their referral sources and clients”
— Peter Stephan, President of The Pension Group, Inc. located in Laguna Hills, CA "As a TPA business owner, it is important to understand the metrics that drive your business. The Pulse Logic TPA Study is designed to establish meaningful data to give you insight to manage your business better. I’ve completed this survey to help me manage my TPA business."
— Richard Collins, President, Dedicated Defined Benefit Services, Past President, NIPA "The results of this study provide valuable data and insight to help you, our retirement plan and investment partners, work more successfully with our advisors. - Paul Mahan, Commonwealth Financial Network Recently completed and available studies:
2012 Pulse Logic TPA Experience Series: TPAs on Wholesaling
2012 Pulse Logic Advisor Experience Series: Advisors on Wholesaling
2012 Cambridge Investment Research Retirement Plan Advisor Study
2012 Plan Advisor Experience Series: Services and Fees
2011 Pulse Logic Report on DCIO Value-Adds
2011 Pulse Logic Retirement Plan TPA Study: Wholesaling, Services and Fees, and Product Platforms
2011 Retirement Plan TPA Services and Fees Report
2011 Pulse Logic Syndicated RIA QP Study
2011 Commonwealth Financial Network Plan Advisor Study
2011 Plan Advisor Experience Series: Services and Fees
2011 TPA Experience Series: Wholesaling
2011 Plan Advisor Experience Series: Wholesaling
2011 NIPA Retirement Plan TPA Study
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Ken Cochrane interviewed by the Wealth Channel on the Pulse Logic's Advisor Experience: Wholesaling
Managing director Ken Cochrane was invited back to the Wealth Channel online to discuss his recent article on wholesaling from the advisor's perspective. As a contributing columnist to the Wealth Channel magazine, a publication of The American College, he discussed advisors' perceptions of wholesalers and what wholesalers and advisors can do to develop more productive relationships.
Pulse Logic Managing Director, Ken Cochrane, speaks at John Hancock's Fund Partners Forum
As the only outside speaker, Ken shared insights into DCIO vender value-adds, their correlation to generating new business, and the impact of good wholesaling on value-adds and new business.
Ken Cochrane interviewed by the Wealth Channel on the significance of changing advisor service and compensation models
Managing director Ken Cochrane was invited back to the Wealth Channel online. As a contributing columnist to Wealth Channel, he discussed his recent article on retirement plan advisors moving to service agreements and fee based compensation models. Click here to watch
Pulse Logic Managing Director, Ken Cochrane presents at the Commonwealth Financial Network Retirement Symposium.
At the recent Commonwealth Financial Network Retirement Symposium, Ken Cochrane reviewed Pulse Logic's findings from its study of Commonwealth's plan advisors. This report on Commonwealth's plan advisors is a comprehensive review of their demographics, behaviors, preferences, attitudes, and production. Its findings provide insight and guidance to Commonwealth, its advisors, as well as the recordkeepers and asset managers who support their business. In this advisor only session, Ken also provided benchmarking insights of Commonwealth's plan advisors against Pulse Logic's data base of over 1000 plan advisors respondents. Learn more
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