- Based on a FUSE Research/WealthManagement.com survey, advisors shared which types of content they would like to see more of from asset managers, and client-friendly education appeared at the top of the list (selected by nearly two-thirds of advisors). This suggests an opportunity to provide client-friendly education to advisors who are still growing their practices and those who are on their own and most likely to benefit from assistance.
- More market commentary/insights were requested by 43% of advisors followed by 40% seeking more fund commentary and performance content. Asset managers are increasingly leaning on automation efforts to serve these advisor demands.
- While only 31% of advisors indicated a desire for more practice management output and 30% for more thought leadership, these are two categories to which asset managers have already devoted considerable resources and are producing in greater quantities than ever before. Advisors have come to expect the current frequency and depth of both practice management and thought leadership output.
More Content Advisors Would Like from Fund Companies
Source: FUSE Research Network, WealthManagement.com