Reports Offer B/D Insights for Investment Managers

Strategic Insight, an Asset International company, and Coates Analytics, are collaborating on a series of quarterly reports to help investment management firms navigate the broker/dealer (B/D) marketplace.

The firms said each quarterly report offers more than 40 pages of sales ideas, views about the evolving national B/D distribution opportunities, and analysis of exchange-traded funds (ETFs).

Highlights of the Q3 report, according to the firms, include:

  • how investor demand is evolving differently post-crisis via fee-based and commission-based platforms within national B/Ds;
  • how those distinctions affected the fastest growing investment styles within each platform structure during Q3;
  • and how financial advisers at national B/Ds are using ETFs.


Information about subscribing to the reports is available here.