clarity | vision for the future

Our consulting, research and benchmarking services have impacted over 100 companies around the globe that comprise over $8 trillion in assets under management.

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upcoming research:

  • Top Three Mobile Leaders Q2-2012
  • Positioning for Profitability: Winning Strategies for Intermediary Distribution Q2-2012
Planned 2012 Research

fa vision "nugget of the week":

  • Advisors who do business with American Funds rated the firm #1 for “Manager Tenure”, with a score of 8.75 out of 10. PIMCO came in 2nd, with 8.33.
  • Visit the Nugget Archive

Debate

by Steven Miyao Debate can be brutal, even painful; but we are ardent believers that the best idea wins.

We debate every idea before a client hears it because, 9 times out of 10, my colleagues are tougher than my clients will be. It's not the easiest way to approach a project, but at the end of the day, we can all look in the mirror and say, "Yeah, the best idea won."

Learn about kasina's culture of debate.
we are kasina

Debate

by Steven Miyao Debate can be brutal, even painful; but we are ardent believers that the best idea wins.

We debate every idea before a client hears it because, 9 times out of 10, my colleagues are tougher than my clients will be. It's not the easiest way to approach a project, but at the end of the day, we can all look in the mirror and say, "Yeah, the best idea won."

Learn about kasina's culture of debate.
we are kasina

Innovation

by Lee It is often said that there are no new ideas, but we don't believe this at kasina.

By learning from what works and what doesn't, looking outside of our industry, embracing new technology, and putting our heads together, we have found that nearly every aspect of the industry can be improved.

We are proud that kasina has always pioneered new business practices – hybrid wholesaling, profit-based comp plans, social media, behavior-based segmentation, iPad adoption, and more.

Find out more about how we bring innovation to our clients.
we are kasina

Advice

by Deb The best advice comes from someone who understands both who you are and who you can be.

kasina has always taken the time to really get to know their
clients - who they are and what they do, both as companies and as the individuals who make up the whole. 

  The advice that we give in our consulting projects and with our research reports comes with a vast knowledge of both industry practices and future trends, while always taking into account the unique challenges and promises of each firm.   Advice to kasina isn't just about letting you know where you stand – it's also about letting you know how you can move forward successfully, what your niche could be, and where your strengths might have the most impact.

Find out more about how we work with clients.
we are kasina

Research

by Julia Research at kasina is about continuous learning.

We delve deeply into issues our clients face in consulting projects. We learn about advisor behavior and preferences with FA Vision. We engage in comprehensive, frank discussions with executives at our Roundtables. We debate freely at internal industry updates. We produce topical, survey-based benchmarking reports with actionable insights. We solicit ideas in industry articles, blog posts and presentations. We are curious, active learners.

Learn with kasina.
we are kasina

Communication

by Hari We strive to ensure our communications are impactful.

Shakespeare famously said "Brevity is the soul of wit". At kasina, communication is vital to helping our clients succeed.

FA Vision has an incredible amount of data about advisors and our clients. But with FA Vision, like business in general, there is always the challenge of finding the story behind the data and telling that story with an impact. We work hard to discover and communicate each clients’ unique story - to go beyond the data, and get to what will really help them succeed.

Learn more about FA Vision here
we are kasina