Asset Manager Value-Add Programs Missing … Value?

A discrepancy exists between what asset managers perceive that advisors need to know about financial planning and investing and what advisors want to learn about, according to a report from FUSE Research Network. “A lot of the time, these programs are developed in order for managers to get access to advisors and similar financial intermediaries,” said Craig Kilgallen, director of relationship development at FUSE. 

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Article published on December 19, 2023