Economic or market insights were the top ranking valued-added program delivered by asset managers, in terms of advisor interest. That said, advisors expressed interest in many topics, with the exception of alternative investments. Some advisors also indicated interests in topics not included in the list, such as “competition analysis” and “female-focused research.” Many of the responses can be summed up in a comment from a financial advisor with just two years of experience at a national wirehouse firm who said this about his interests in value-added program topics: “Anything that will help get the business off the ground and running.”
Advisors from large firms were more interested in topics related to economic or market insights and business-building techniques than were their independent counterparts. Interestingly, advisors from large firms who were interested in business building were, on average, five years younger than their counterparts who were less interested.
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