Recognizing the need for asset management executives to receive timely insights from financial intermediaries on changing investor tastes, kasina and Horsesmouth have launched Advisor Vision. Through surveys conducted among Horsesmouth's 70,000 members that kasina designs and analyzes, the service provides insight into advisers' behaviors, preferences for working with asset managers and opinions on specific firms and investment choices.
"The frequency of the surveys and the transparency of the data are unparalleled in the market today," said Lee Kowarski, a kasina principal. "In addition, the level of customized analysis and recommendations we are providing makes Advisor Vision a necessary tool for the forward-looking distribution executive."
William T. Nicklin, CEO of Horsesmouth, added: "Advisers are reassessing everything right now. Attitudinal changes that used to take place over years are now happening in weeks and months. More than ever, asset managers need to understand what's currently going on in advisers' minds if they want to develop products and messages that will resonate in the future."
For instance, Advisor Vision will indicate which investment products advisers are selecting, what factors they are considering in making those choices, and what they think of different investment firms and the external and internal wholesalers who represent them. The two companies will also ask advisers about their perceptions of investment firms' brands.
Advisor Vision will be available for a limited time for $50,000 a year.
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