Research Brief

Three Key Opportunities to Advance Advisor Relationships through the Home Office

The home office provides an array of valuable information and services to its advisors–including infrastructure, technology, wealth management tools and investment analysis–and is a powerful center of influence for asset managers to tap. But no broker-dealer provides everything that its advisors need to compete effectively these days. Identifying and partnering with home offices on the right opportunities to close these gaps can help asset managers compete more successfully, enabling them to build awareness, engagement and advocacy among advisors in a more powerful, efficient way than pursuing all of them individually.