view the video: What Advisors Want
We partnered with Discovery Database on an exciting project!
We talked with advisors to find out:
- What kind of information do they find helpful?
- How would they like to receive that information?
- Are they using fund analysis sites like Morningstar or are they using proprietary software?
- Do they visit mutual fund websites and if so, do they find value?
- Do they want to hear from fund managers? How often? How?
Stay tuned to our blog to view the final report to learn more about what advisors want.