Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:What JPMorgan Asks Advisors That Other Fund Firms Don't Not Rated 2.0 Email Routing List Email & Route  Print Print
Monday, January 9, 2012

What JPMorgan Asks Advisors That Other Fund Firms Don't

Reported by Armie Margaret Lee

JPMorgan Funds is one of two winners of Dalbar's annual award for excellence in sales support for advisors. The other winner is Allianz Life Insurance Company of North America.

Dalbar managing director Kathleen Whalen pointed to JPMorgan's commitment to equipping its sales support staff with the level of training that enables them take care of the advisor.

Whalen also noted when FAs call fund firms for information, the typical response is "Great, I'll send it to you."

"JPMorgan takes it to the next level," Whalen said. "They ask advisors 'Do you have a particular client in mind for this particular type of product?' That question opens up an entirely different kind of conversation." 

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

2.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2024: Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly




©All rights reserved to InvestmentWires, Inc. 1997-2024
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use