Maybe you should pity me: I recently had to spend a month analyzing a mountain of data for a significant research report. The goal was to evaluate how financial advisors of all stripes are rethinking the way they build portfolios since those exciting market events of 2008. In all, 1,090 advisors participated in a survey and answered dozens of questions on subjects that have important implications for fund companies and platform providers.
One of the key conclusions is that investment companies are going to be facing very different selection criteria than in the past. Those that have been primarily marketing their performance will have to address a lot of new qualitative questions advisors will be asking. Another is that these changes in investment ideology really do matter to everybody in the investment world - unlike, say, 15 years ago, when people in the fund and insurance industries would tell me dismissively that financial planners would be better described as "failed producers."
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access