T. Rowe sets out evolving brokerdealer tactics

The successes firms like T. Rowe and JPMAM have had in this space created another hurdle for managers who are trying to meet advisers’ demands for value-add services, Patrick Newcomb, director of BenchMark Research at Fuse Research Network, said. To compete against these businesses, fund firms that have the scale to build out portfolio review teams and dedicate resources to digital marketing need to disseminate more focused thought leadership for mid- and small-tier advisory shops, he argued.

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Article Published on August 20, 2019