Engaging Advisors Based on Investment Discretion: Digital Engagement Leaders 2018

The vast majority of advisors begin their evaluation of investment products and asset managers online, so effective digital engagement is essential to gain the attention of prospects, develop business with advisors and gain advocacy in the marketplace. Our research finds that the number of advisors with investment discretion is declining, and thus affecting what advisors with and without discretion require of asset managers. Our report, Engaging Advisors Based on Investment Discretion: Digital Engagement Leaders 2018, identifies a number of differences that will only grow over time, as well as best practices for engaging both groups of advisors, and how asset managers are implementing these best practices.

This research into advisors’ expectations and needs, as well as best practices for engaging prospects and customers online, informed the criteria used to evaluate the digital experiences firms provide across website, email and social media channels, on desktop and smartphones, to determine this year’s Digital Engagement Leaders in Asset Management.


Purchase this report to learn:

  • How firms are winning over advisors who have discretion and engaging with those who don’t.
  • Best practices and recommendations for both groups.
  • The five firms that rose to the top - and why.

Purchasers of this report also receive a personalized analyst presentation.

Primary Audience: Heads of Marketing, Digital Marketing Managers, Heads of Distribution

Report Details

  • 80 pages
  • Released: 11/15/2018
  • Author: Tracy Needham


This report is available to all firms that are subscribers of our WalletShare service. If you are interested in purchasing this report, or joining WalletShare, please contact us.

Download the sample report