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Access the latest news, analysis and trends impacting your business.

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Report

The Impact of 2020 on Advice—and Advisors

New survey reveals how advisors will move beyond 2020 and how asset managers can adjust.


The COVID-19 crisis has left an indelible mark on investors, financial advisors and asset management firms. It’s changed advisor needs and expectations, possibly forever. Existing trends, such as the move towards ETFs and SMAs, the greater use of outsourced models and interest in ESG investing have been accelerated. Traditional distribution strategies are no longer viable. Yet, even in the current environment, opportunities exist for asset managers to gain market share. Learn how to connect with advisors and grow market share in this new report.

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