Advisors Still Favor Active Management, but Preferences Are Shifting: Practical Perspectives
Of the 40% of surveyed advisors who changed allocations, most did so by increasing their use of passively managed investments, Practical Perspectives found.
Advisors Leaning More on Product Providers’ Mobile Sites
New report offers perspective on what advisors want—and often don’t get.
Advisors Wading Deeper Into Liquid Alts
The liquid alt strategy used by the greatest number of advisors is real estate, a Practical Perspectives report finds.
More Focused, Less Frequent Marketing Gets Advisors’ Attention
Product providers’ efforts to reach financial advisors may be for naught if they don’t ease up on how often they’re communicating with them.
Advisors Overwhelmingly Prefer LinkedIn Over Facebook, Twitter
New report from Practical Perspectives finds that 9 in 10 advisors use LinkedIn, far more than any other social media platform.
Advisors’ Favorite Value-Add Programs: Social Security, Search for Yield
American Funds and JPMorgan offer the most popular value-add programs while PIMCO falls off Top 10 list, new survey finds.
Demand Is Growing for Retirement Income Products
Advisors need help from asset managers and insurers to help their retirement clients meet multiple financial goals, according to Practical Perspectives.
Advisors Overwhelmed by Product Pitches: Study
Advisors don't need a study to tell them how often they’re pitched; for product providers, however, the results could be eye-opening.
Added-Value Programs Leave Advisors Wanting
Financial advisors do value financial firms’ value-added programs—they just want the firms to add more value. That is one conclusion of a new study examining advisor attitudes on the plethora of programs.
Advisors Struggle to Serve Aging Boomers: Report
Financial advisors are challenged with how to effectively attract and engage with investors nearing or in retirement.