The North American Securities Administrators Association (NASAA) conducted two surveys of broker dealers and investment advisers to seek to measure the impact of Reg BI on these firms.
Greenwald Research was engaged to conduct an analysis of the effectiveness of the survey processes and questionnaires to achieve that objective.
Read the report here:
Crafting a Successful Win-Loss Program to Enhance Sales
By: Greg Hershberger For group benefits providers, win-loss research seems like a no-brainer to include..
Greenwald Announces Financial Intermediaries Research Panel for Use by Its Clients
New “Insiders Panel” includes Financial Advisors, Insurance Agents, and Brokers Washington, DC (September 7,..
Get Updates on the Latest Research from Greenwald