reports

Advisors are busy. They have to service a book of business, sell new business, stay up to speed on markets and news, know products inside and out, and be accessible to their clients and firms.   Increasingly, technology and the web help advisors do all of these things.   But, where do they go for this help?   And, what do they expect when they get there?   To ascertain this, we asked advisors for information
regarding:

• What platforms and devices they use to access information, content,
  and account access
• What websites they visit, and how frequently
• Which asset management public sites and advisor-dedicated sites
  were the best
• What information they looked for most frequently on the web, and
  where they expect to find it

What do advisors really want online? What will they really use? And, do these answers differ depending on
advisor age, assets, or channel? What Advisors Do Online 2009 provides these
answers and suggest actions that asset managers can take to serve the advisor
community better and capture more of their attention and assets.