Internet and Marketing Usage of Fee-Based Registered Investment Advisors





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Internet and Marketing Usage of Fee-Based Registered Investment Advisors

Pyramid Reports

A summary of the 2002 Roundtable Discussion between fee-based RIAs who use fund supermarkets. The report focuses on the RIAs use of the internet, systems/software, and marketing tools. 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. In addition, the report summarizes the interaction between RIAs and service providers on potential solutions and provides RIA insights on products and services. Following is an example of issues addressed in the report:

» Problems getting product feeds.
» The unique RIA business philosophy.
» Trend toward the use of multiple custodians.
» How do RIAs retrieve product information?
» RIA use of service provider websites and value-added material.
» Email usage.
» RIA use of marketing tools.
» What information do RIAs seek from service providers?

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

» Fidelity
» The Hartford
» Janus
» John Hancock
» Liberty
» Pioneer
» Van Kampen

Click here to view the table of contents.

	price: $750 to purchase report, call Nanette Cuccia at 718.268.3884 or email Nanette@PyramidUpdate.com
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