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.
Financial advisors see the use of alternative investments growing substantially by 2016, both in terms of the number of clients who invest in alternatives and the percentage of each client’s portfolio that alternatives represent....More
Advisor-directed, representative as portfolio manager (Rep as PM) platforms have been widely embraced by the industry. The platforms allow advisors to respond quickly to changing market conditions, and some advisors believe the technology allows them to manage their client accounts more effectively....More
Planning for retirement income represents a sizeable portion of most advisors’ practices—but advisors differ on the best ways to produce that income. While mutual funds and ETFs enjoy near-universal approval as retirement planning products, there is much less agreement on annuities and life insurance products....More