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Wholesalers Adapt to Advisers' Changing Needs


By Eric Daugherty, Research Director, kasina

January 18, 2010

The fundamentals of what advisers need from wholesalers are changing, and wholesalers have no choice but to adapt. Our research at kasina concludes that wholesalers should focus on serving advisers' needs for: *Better products and solutions for clients (advisers rate performance/risk/correlation at 7-8 on a 10 point scale of importance, well above other factors); *Improving their insights and context (news and market commentary trails only product info as a reason advisers visit asset manager websites); and, *Ideas and best practices to help build their businesses (the importance of which has jumped enormously in the last two years).

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