December 2, 2025, Needham, MA – FUSE Research Network released new findings highlighting key differences between asset managers and financial advisors regarding the value-add program topics they consider most important.
Value-add programs are non-product services provided by asset managers to advisors that range from white papers to interactive tools to workshops. They’ve become important vehicles for building relationships.
According to Marketing 2025: Optimizing Marketing Strategies, economic and market insights remain the strongest point of alignment between asset managers and advisors, with just over 80% of both groups rating the topic as “strong” or “above average” interest. These insights remain “table stakes,” a core expectation that asset managers must meet to support advisor engagement.
For the complete press release, click here.