Advisor Trend Monitor

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Research Studies

Available with a subscription or as an individual report as they are made available

Overview Rep as Portfolio Manager Research from 300 + advisors across various distribution channels for firsthand insights on trends in usage of Rep as Portfolio Manager platforms.

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Overview Advisor Perception of Wholesaler Value This survey targeted advisers, planners and other personnel at distribution firms for their views on the effectiveness of the wholesalers that call on them. View Table of Contents

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Overview Advisor Use of Alternative Investments Investment strategies, purposes and frequency for using alternative investments and investment trends View Table of Contents

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About the Series

WealthManagement.com has teamed up with FUSE Research Network on an important series of research studies designed to explore advisor views on critical topics that are of special interest to the asset management community. The reports provide the reader with insights to what advisors are thinking to assist decision making. Each report comes with an analysis of findings written by FUSE as well as data tables of the survey results from WealthManagement.com.

Upcoming Studies in the Series

• Advisor Use of Asset Allocation Models
• Advisor Views on Wholesalers
• Advisor Views on Firm Marketing Materials
• Advisor Plans for Retirement Income

About Our Partner FUSE Research Network is a leading edge decision support firm that employs a highly refined market intelligence capability to deliver informed, decisive, and forward-looking guidance to firms in the assetmanagement industry. While the industry is supported by dozens of strategic consultants and data providers, FUSE's positioning is firmly in the area of tactical execution. We are committed to delivering research-based client-specific recommendations that improve the productivity and effectiveness of the resources devoted to sales, marketing, and product management. T. Neil Bathon, Founder & Partner, FUSE Research Network LLC

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