Research Brief

Connecting with the Next Generation of Advisors: What Advisors Do Online

Age is emerging as a significant factor in how the next generation of advisors and investors is interacting with asset managers. This report examines what all advisors want as they learn about an unfamiliar manager or product, compare solutions, do business with and advocate for a firm.

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.