Action 1 | Capitalize on fee-based business
More advisors are shifting to fee-based business at an accelerated pace and seeking products that complement a fee-based strategy. Prioritize product diversity, flexibility and accessibility to better align your offerings with the needs of your ideal advisors.
Action 2 | Align product offerings with model portfolios
More advisors are relying on models to manage assets. Effective promotion of your investment solutions requires aligning with model portfolios and identifying advisors who are conducting model business and which type they are using.
Action 3 | Expand ETF and Separately Managed Account (SMA) product offerings
Plan your expansion into SMAs or ETFs with confidence. A competitive product development strategy requires a thorough understanding of market trends and opportunities.
Action 4 | Refine your focus on ESG
Impact investing is surging. Prepare for the growing demand and add value for advisors by optimizing your product mix for ESG and communicating your sustainable investing strategy more aggressively.
