Do Advisors Trust Asset Managers? Print E-mail

The SwanDog/Morningstar RIA study:

  • Surfaces shortcomings in investment manager communications
  • Identifies marketing efforts that RIAs most value
  • Explores how and where RIAs look for information, and behaviors that can guide investment managers to more effectively reach this important client segment

Beyond those practical insights, RIAs identified the five firms that do the best job of marketing to them and what drives their perspective. The study also reveals firms that RIAs believe did the best job during the past year’s market crisis.

Download Marketing to Today’s RIA: What Every Investment Manager Should Know by completing the form below. This free study can inform your existing marketing efforts while helping lay the groundwork for your 2010 marketing and distribution efforts.

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Missed the Webinar? Listen to the replay now!

Want more insight? Join Dave Swanson, Founder & Managing Principal of SwanDog and Mike Barad, Vice President of Morningstar’s Financial Communications Division hosted an hour-long webinar on October 20. During that session, Dave and Mike went over study results, extending the discussion into additional findings and implementation recommendations.