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.