AIM Investments once again ranked at the top of a survey evaluating how useful various mutual fund Web sites are to financial advisors.
The survey, conducted quarterly by the financial services research and consulting firm Dalbar, has placed AIM at the top of its list for eight straight quarters.
In this quarter’s survey, Oppenheimer was the big mover. It jumped eight places to the number-two slot, thanks to advisor-friendly improvements to its site.
Officials at Boston-based Dalbar said Oppenheimer’s redesign improved upon the generic appearance of its old site and took pains to add new advisor-specific features, including links for looking up client information by last name and Web-based seminars to help advisors educate clients on various types of products.
Many other companies have made similar improvements, including upgrades to tracking services, better sales tips and improved access to account information and services. Oppenheimer’s rated an "excellent" in Dalbar’s survey, tying it with Putnam for second place in the survey. Rounding out the top 10 were Franklin Templeton , Invesco, Van Kampen, MFS, American Funds , Fidelity and Pioneer Funds.
