The information that financial advisors want from fund managers has been revealed in new research.
Logic suggests that fund managers can market to financial advisors as much as they want in an exploding market. Wrong.
Amid the flood of information financial advisors receive, it can be hard to cut through the extraneous stuff to find valuable input. The good news for mutual fund companies is that financial advisors want the information they can provide — however, they do have some definite preferences about the type of information they need and how it’s delivered.
A partnership between the College for Financial Planning and US SIF: The Forum for Sustainable and Responsible Investment has led to a new certification.