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Complexity is the name of the game for advisors and asset managers – particularly in the ways advisors approach portfolio management for their clients. And as the number of wholesalers advisors meet with each year continues to decline, it is more important than ever for advisors to have a profound understanding of the strategies that underlie the products they buy for their clients and the potential impact on their portfolios. Advisors expect more value from wholesaler visits and their firms.
DST’s report, Optimizing Portfolio Assistance Services For Advisors, explores how leading firms are not only offering portfolio analytics and PM proxy services but are leveraging them to strategic advantage. It lays out the emerging roles in this area. Finally, it offers new ideas for building the “best model” suited to your firm’s business.
This report provides:
Purchasers of this report also receive a personalized DST Distribution analyst presentation. Learn how to leverage your firm’s portfolio assistance services more strategically to gain competitive advantage. Purchase the report today.
Primary Audience: Heads of Distribution, Heads of Portfolio Assistance Services
DST surveyed 23 asset management distribution executives, and conducted more than a dozen interviews with portfolio analysis, PM proxy, distribution executives, and high-net-worth advisors. Firms ranged in assets from $1.5 billion to nearly $2.5 trillion.
categories: national sales manager, internal & hybrid wholesaling, product lineup