The folks behind a marketing strategy consulting shop and an RIA-focused website are teaming up to offer asset managers an in-depth look at the rapidly growing RIA channel.
, founder and managing partner of SwanDog
, confirms his alliance with Penton's WealthManagement.com
. They've surveyed about 400 RIAs, and they're preparing to release a deep-dive RIA channel study in May.
SwanDog previously did what Swanson calls "a very light study" on the RIA channel four and a half years ago, teaming up with Morningstar.
"It was one of the most popular studies that people came to us for," Swanson tells MFWire
. "It's the least homogenous of the channels."
Swanson praises the Penton team as "great partners" for SwanDog, with "valuable knowledge" of, and "a long history in," the RIA channel.
"[O]ur knowledge of the RIA market, and access through our various media properties, coupled with SwanDog's industry marketing experience, will make for a valuable piece of research on this audience," states Rich Santos
, group publisher for WealthManagement.com.
The survey on which the deep-dive report is based includes both quantitative and qualitative components. Issues explored include: the challenges RIAs face (which can translate into opportunities for asset managers to help those RIAs); RIAs' relationships with wholesalers; how RIAs consume information; RIAs' use of online and social media; and more.
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