Most Fundsters Don’t Recognize These Value-Add Opps

Most asset managers are missing the boat when it comes to a pair of value-add opportunities popular with advisors, according to new research from the folks at a research ally to fundsters. 31 percent of asset managers see estate planning as a value-add area of interest to FAs, and the same percentage see private wealth and high-net worth client management as another such value-add area of interest for FAs, according to findings unveiled last week by the FUSE Research Network team.

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Article published on December 21, 2023