Tom Spencer

JUNE 1, 2019

Mutual funds may also go through independent broker channels to be sold on a pure commission basis, although upfront fees ( loads and deferred service charges ) are disappearing amidst investor knowledge and ethical concerns. Someone with $10 million in BlackRock will be paying much less per dollar of AUM than someone with $1 million.

Management 60

Management Retail Banking Benchmarking 60

Harvard Business

MAY 25, 2017

.” In 2012 the Commonwealth Bank restructured its evaluation system so that 75% of CEO incentives came from the bank’s total shareholder return (TSR), relative to a set peer group, and 25% from customer-satisfaction results, benchmarked against another peer group.

Financial 29

Financial Banking Metrics Benchmarking 29

MishTalk

MAY 29, 2014

Evidence that these attitudes represent a generational shift, not one based simply on age, can be found in a benchmark survey of 1,250 insurance company employees conducted for LifeCourse Associates in 2012. Only half of the Boomers and older Gen Xers surveyed felt the same way.

Survey 78

Survey Banking Study Accenture 78