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The asset management industry is undergoing fundamental changes that continue to accelerate and reshape the competitive environment. Consolidation of products and players is a result of, and contributor, to change, leaving many asset managers off balance and searching for new approaches to align with evolving advisor needs. A few, nonetheless, are finding opportunities to expand their market share by modernizing their business models for the new realities of the marketplace.
Our Prevailing in a Changing Distribution Landscape report series includes three titles. The first looks at the long-term forces restructuring the wealth management industry, their implications for asset managers, and a framework to assess whether distribution organizations are prepared for these shifts. The next two titles provides examines today’s sales and national teams and compensation program and provides recommendations to align team and compensation structures to tomorrow’s intermediary landscape.
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Subscribers of this report also receive a personalized DST analyst presentation. Find out who the leaders are and how asset managers can better use their websites to successfully advance the advisor decision journey. Purchase the report today!
Primary Audience: Heads of Distribution, National Sales Managers, National Accounts Managers
This report builds on previous DST research and surveys on wholesaler and financial advisor preferences and practices.
categories: national accounts, national sales manager, distribution strategy, investment strategy/investment product