Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:Which FAs Want Your Portfolio Construction Help? Not Rated 0.0 Email Routing List Email & Route  Print Print
Tuesday, July 24, 2018

Which FAs Want Your Portfolio Construction Help?

Reported by Neil Anderson, Managing Editor

Portfolio construction advice may be a new key to FAs' hearts for asset managers.

82 percent of financial advisors are at least somewhat interested in asset managers offering them overall portfolio construction advice, and more than a third of FAs are very interested in such advice, the researchers over at Fuse Research Network report in the "Portfolio Construction: The Advisor View" edition of their Advisor Trend Monitor report. The report draws on Fuse and WealthManagement.com's joint survey of FAs.

Prime targets for asset managers' portfolio construction advice are: FAs without their own due diligence teams, with 95 percent of such FAs indicating some level of interest in such advice; wirehouse FAs, with 42 percent saying they're very interested in such advice (compared to 34 percent of FAs with independent broker-dealers and 22 percent of FAs with RIAs); and FAs under the age of 45, 40 percent of whom are very interested in such advice.

Taking a step further, meetings with portfolio construction specialists are translating into product sales, but at different rates for different types of FAs. Again, wirehouse FAs appear to be a prime target for such meetings, with 17 percent of wirehouse FAs saying that they have recently received advice from such a specialist and that that advice led to a product sale at that asset manager. That compares with just eight percent of FAs with indie B-Ds and four percent of FAs with RIAs. 

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

0.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2024: Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly




©All rights reserved to InvestmentWires, Inc. 1997-2024
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use