This, the second of two reports on the results of our latest Broadridge survey of U.S. advisors, takes a closer look at the product innovations, developments and interests reshaping the market, and how asset managers can best position themselves for success.
Shifting advisor priorities and investor preferences, coupled with ongoing market and regulatory challenges, spell a notable shift in product demand for asset managers.
This report highlights key trends including:
- Cryptocurrency
- ETFs
- Separately Managed Accounts (SMA)
- Direct Indexing
- ESG and Sustainable Investing
Asset managers must deliver solutions that enable advisors to spend more time with clients and meet evolving investor preferences.
In this survey, Advisors ranked "keeping me up to date on investment opportunities” as the top benefit of external wholesalers.
This underscores both the value of education and the chance to strengthen relationships that Asset Managers have in communicating innovative productstrategies.
Learn more by viewing the full report on uncovering the product preferences of today’s advisors.
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Want to speak with a sales representative?
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