As the most trusted resource for advisor intelligence, Advisor Brandscape has tracked the attitudes and behaviors of advisors since 2009. This annual report provides a holistic view of the advisor landscape including practice models, product use, brand perceptions and user experience, and is the leading industry benchmark for the nation’s top mutual fund and ETF providers.
NEW THIS YEAR: As the industry grapples with consolidation and fee compression, firms are turning their focus to convey investment capabilities across product types and asset classes. For the second year, we are including brand evaluations at the firm level in addition to brand perceptions within the mutual fund and ETF product categories. This chapter provides insight into firms’ overall brand equity with trending to establish benchmarks and uncovers which managers are seen as leaders in active management, portfolio construction, model portfolios and overall engagement.
The report will enable subscribers to:
Identify growth and loss segments in the advisor marketplace to boost profitability and grow market share
Benchmark performance against your competitors to improve differentiated positioning
Optimize Distribution Strategies
Explore the effectiveness of wholesaler teams to develop optimized distribution strategies
Brand Equity for Leading Asset Managers and Mutual Fund/ETF Providers
Brand Use, Satisfaction and Loyalty
Book of Business Overview
Financial Advisor Profile