The market swings from good to bad and sometimes, even sideways. How can asset managers prepare a distribution strategy that will weather market swings? This article shares how a combination of sales, top performer, and advisor team data can help you find opportunities in any market, focus distribution and marketing efforts, and retain and gain A-list clients.
2020 was a year unlike any other and while obstacles sprung up across the world around every corner, Advisor Atlas aimed to continue to improve the quality, quantity, and utility of our teams data.
Today, more advisors are members of a functional team than just a year ago. The number of advisor teams continued to grow throughout 2019. The changes in Advisor Atlas data support sole practitioners declining in 2020 and beyond as the population of teams and team members increases. Check out what we saw in 2019 and how you can stay up to speed.
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