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Rating:Dimensional Still Dominates When It Comes to Advisor Loyalty Not Rated 5.0 Email Routing List Email & Route  Print Print
Thursday, September 29, 2011

Dimensional Still Dominates When It Comes to Advisor Loyalty

News summary by MFWire's editors

Advisors are more committed to Dimensional Fund Advisors, JPMorgan, Pimco and Vanguard than to any other mutual fund firms, with DFA topping the list again. That's one of the findings Cogent Research released this week, highlighting a portion of its 2011 Advisor Brandscape report.

AdvisorOne and InvestmentNews both reported on the findings.

Cogent noticed that Legg Mason and T. Rowe Price both made gains in advisor loyalty over the past year, while Dodge & Cox, Eaton Vance and the Hartford all dipped significantly. And Cogent warned that the market is getting more competitive as other investment products encroach on mutual funds' territory.

"The competition for market share and advisors' attention will only intensify over time," stated John Meunier, Cogent principal and co-author of the report. "So, building loyalty and momentum today is a simple matter of survival." 

Edited by: Neil Anderson, Managing Editor

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