Client Retention, Cybersecurity are Big Concerns for Advisers

Client Retention, Cybersecurity are Big Concerns for Advisers – Survey

Oct 11, 2019 10:59:49 AM

2019-10-08

Pensions & Investments: In the survey of 531 retirement plan advisers at the NAPA 401(k) Summit in April, 35% of respondents ranked the issue of client retention "very important" compared with 24% the previous year when NAPA first conducted the survey. Thirty-five percent also ranked cybersecurity as very important. Cybersecurity was not included as an option in the 2018 survey.

Industry News: ESG5

Client Retention, Cybersecurity are Big Concerns for Advisers – Survey

2019-10-08

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