Ned Davis Research has been a well-read source of market analysis by financial advisors for many years; now advisors, who buy a subscription, of course, can pass the research off as their own to their clients.
Ned Davis is white-labeling the insights it puts out on a monthly basis and allowing advisors to curate that content for their client base.
The content is vetted by Ned Davis’s compliance folks to make sure it meets Securities and Exchange Commission regulations.
“On average, we found that wealth advisors we spoke to spend 60 hours a year creating compliance-ready, client-facing educational materials,” said David Antin, CEO of NDR. “Our new white label insights can be quickly customized and sent directly to clients, with the ultimate goal of creating business value and improving the bottom line.”
For $40 a month or $480 a year, advisors get eight monthly commentary pieces and four quarterly newsletters.