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Technology, Internet and Marketing Usage of Fee-Based Registered Investment Advisors

Pyramid Reports

A summary of the 2003 Roundtable Discussion with fee-based RIAs. The Roundtable Discussion was conducted by Pyramid, in collaboration with the Financial Planning Association. Fee-based RIAs discussed their business practices, preferences and problems encountered. The report includes Pyramid's recommendations to product suppliers based on the discussion. Following is an example of issues addressed in the report:

» Why do RIAs visit product supplier websites?
» What do RIAs want/need from product suppliers, and their wholesalers?
» Account aggregation and integration.
» Digital document storage.
» What features are included in RIA websites?
» Marketing strategies used by RIAs.
» Marketing segmentation of RIA clients.
» Use of email.
» Software used and problems experienced.
» Financial planning process and fees.

The Roundtable Discussion was attended by thirteen fee-based RIAs and the following service providers:

» The Hartford
» JP Morgan Fleming Asset Management
» PFPC
» Pioneer

Click here to view the table of contents.

	price: $850 to purchase report, call Nanette Cuccia at 718.268.3884 or email Nanette@PyramidUpdate.com
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