The report will enable subscribers to:
Boost Profitability
Identify the strengths and weaknesses of your brand to adjust strategies, increase investor loyalty, retain assets and attract new clients
Identify New Targets
Identify investors who are ready-to-act and develop effective campaigns to get your firm in these investors’ consideration set and increase market share
Track Competitors
Benchmark performance against your competitors to improve brand positioning
Use of Advice Among Affluent Investors
Brand Equity for Leading Distributors and Product Providers
Distributor, Mutual Fund and ETF Provider Brand Use, Satisfaction and Loyalty
Affluent Investor Profile
Perspectives on COVID-19
Publication Date: October 2020
Deliverables: