Research Perspective and Direction

Complexities and opportunities proliferate in today’s rapidly changing landscape, but knowing what and where they are can be challenging.

Our data-driven research can help you to optimize your competitiveness by providing market intelligence on how the financial services industry is evolving; the impact key events may have on your organization, products, distribution partners, customers, and competitors; and best practices and actionable recommendations.

Advisor Insights – frequent and comprehensive survey of financial intermediaries.

Digital Strategy Insights – digital marketing strategies and recommended practices in interactive marketing.

Product Strategy Compass – emerging trends in investment product development and management.

Quarterly Insights – succinct quarterly overview of distribution trends and developments.

Research Studies – forward-looking studies related to strategies for optimizing competitiveness and business opportunities.




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