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Sep 29, 2022

What Is Your Firm Doing to Close Its Customer Knowledge Gap?

We all know that understanding our customers is good business. A good foundational understanding of their business needs, preferences and behaviors can produce lift and help build strong, lasting relationships. We also know that data is the best way to bridge gaps in our knowledge about customers. 

Jun 3, 2022

Why Remote Sales Engagements are Still Necessary (and Will Be)

In our "Remote Selling is Here to Stay" study, we analyzed survey results from more than 500 financial advisors (conducted in association with Horsesmouth) to identify how advisors are now thinking about engagements with asset managers as many professionals are returning to the office. The results may surprise you.

Mar 4, 2022

What Do Model Portfolio Users Expect from Model Providers?

The use of model portfolios among financial advisors is nearly ubiquitous—with nearly eight-in-10 advisors using models in their practices to some extent based on our Advisor Insights research, conducted in association with Horsesmouth. Advisors in every business model and asset range are using models in their practices in some measure for accounts of all sizes.

Jul 30, 2021

Five things that advisors want from model portfolio providers

Nearly 8 in 10 financial advisors use model portfolios according to our recent survey of financial advisors, conducted in association with Horsesmouth. Of those that use model portfolios, 75% do so because using model portfolios helps them to provide better service to their customers or because using models gives them more time to build their businesses and interact with clients. For asset managers who provide models, this contingent of advisors is important. They represent nearly 71% of assets among advisor practices that use models.

Aug 15, 2019

Product trends: what the future holds

Like a hurricane that never ends, the investment management industry continues to be buffeted by disruptive forces – fee compression, technology, regulatory uncertainty, the list goes on.  To that end, we recently surveyed Heads of Product Management and Product Development from 35 firms across the industry to get their perspectives on key issues.


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