Think of them as the gatekeepers to, well,…pretty much everybody.
As more and more asset managers scramble to get access to the "In Crowd" of financial advisors, a big premium has been placed on getting into the minds of these uber-gatekeepers.
Now, a partnership between FUSE Research Network and Penton’s WealthManagement.com has been forged to provide asset managers with these vital clues for competitiveness.
Dubbed the 2013 Advisor Trend Monitor Research Series, the studies
are marketed as "a comprehensive annual series of five research white papers designed to explore
advisor views on topics of vital interest to the asset management community."
Each study in the series surveys the views of 500-1,000 advisors and provides tangible
guidance for asset management firms that want better insights into what advisors are
thinking and how it will impact sales, marketing and product decisions. The first paper in the series covered the growing trend of advisors taking more responsibility into their own hands for setting up and managing clients’ portfolios – “Rep as PM." The paper wrapped up last week looks at how advisors, of different types and sizes, use and understand alternative investments.
The reports are available for $2,500 each, or $10,000 for the complete set. Reports can be purchased at http://wealthmanagement.com/.
PENTON’S WEALTHMANAGEMENT.COM TEAMS WITH FUSE RESEARCH
NETWORK ON ADVISOR TRENDS RESEARCH INITIATIVE
Advisor Trend Monitor Research Series to Deliver Unique Insights and Tactical
Guidance on Issues Critical to Asset Managers
NEW YORK, NY, February 25, 2013 – Penton’s WealthManagement.com, the digital
resource of REP. and Trusts & Estates, today announced a strategic partnership with
FUSE Research Network, a leading decision support company serving asset
management firms, on the 2013 Advisor Trend Monitor Research Series. The studies
are a comprehensive annual series of five research white papers designed to explore
advisor views on topics of vital interest to the asset management community.
Each study in the series surveys the views of 500-1,000 advisors and provides tangible
guidance for asset management firms that want better insights into what advisors are
thinking and how it will impact sales, marketing and product decisions. The reports are
available for $2,500 each, or $10,000 for the complete set. Reports can be purchased at
WealthManagement.com, A sample report can be viewed at
WealthManagement.com/AdvisorTrends.
The research program is the latest in a series of educational services introduced by
WealthManagement.com, including a 12-part Thought Leadership Research Series launched
in January 2013 offering unique perspectives on critical issues for wealth advisors.
“Asset managers tell us that they are often in the dark when it comes to specifics of
advisors’ behaviors, preferences and decision making,” said William O’Conor, vice
president, Penton’s Wealth Management Group. “We teamed up with FUSE Research
Network to help these firms get a better understanding about what makes advisors tick
so that they can adjust their business practices to optimize the distribution effort. We
chose to work with FUSE because of their strong reputation for delivering superior
market intelligence and competitive research to firms in the asset management industry.”
“FUSE Research Network is committed to delivering research and recommendations to
asset managers designed to help make decisions that improve their businesses now,”
said Neil Bathon, founder, FUSE. “We were looking for a partner that could help us
deliver better depth and timeliness versus the industry’s current offering of annual,
generic studies. This new initiative with WealthManagement.com is an excellent way to
provide fast turnaround on advisor research that will impact today’s tactical decisions.”
About WealthManagement.com
As the digital resource of REP. and Trusts & Estates, WealthManagement.com provides
everything wealth professionals need to know to stay knowledgeable about the industry,
build stronger relationships, improve their practice, and grow their business—all from
one site. It boasts more than 60 editorial contributors who provide content for the more
than 645,000 members of our wealth management community.
About Penton
For millions of business owners and decision-makers, Penton makes the difference
every day. We engage our professional users by providing actionable ideas and
insights, data and workflow tools, community and networking, both in person and
virtually, all with deep relevance to their specific industries. We then activate this
engagement by connecting users with tens of thousands of targeted providers of
products and services to help drive business growth. Learn more about our company at
www.penton.com.
Penton is a privately held company owned by MidOcean Partners and U.S. Equity
Partners II, an investment fund sponsored by Wasserstein & Co., LP.
About FUSE Research Network
FUSE is a decision support group focused on sales and marketing issues facing both
distributors and manufacturers of investment products. Among the goals of our
organization are to provide both strategic and tactical guidance and to become an
invaluable business partner. We deliver highly informed and forward-looking opinions
that are critical inputs for clients as they evolve the strategies and tactics to meet the
ever-changing needs of the marketplace. www.fuse-research.com.
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