Home Office Research Teams Projected to Incrementally Impact Advisors’ Assets

October 2, 2023, Needham, MA – Distributors want a consistent experience for their clients, including
client service standards and asset management. The use of models and manager recommendations is
one tool distributors use to deliver a consistent solution to managing client assets. Based on findings
from FUSE Research Network’s Advisor Trend Monitor Series Report – Portfolio Construction: The
Advisor View, 30% of surveyed advisors’ current assets are influenced by home office research teams,
and that percentage is going to modestly increase to 32% within the next two years.

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