Advisor Solutions Group

Advisor Solutions for Financial Intermediaries

Helping clients reach their investment goals is the aim of every financial intermediary. Yet providing customized service — while also growing a client base and differentiating your practice amid regulatory and resource constraints — is no small challenge. That’s why broker dealers, RIAs, private banks and family offices turn to our Advisor Solutions Group for help gaining a competitive edge. With access to our research team, proprietary investment manager database and cutting-edge due-diligence tools, financial intermediaries can bolster their capabilities and provide superior service to clients. 

Featured Research


Markets in Review: Gains for Most Asset Classes

World equity markets, hedge funds, commodities and private real estate gained in Q4 2016 while bonds and public real estate fell.

Markets in Review: Gains for Most Asset Classes
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David Pappalardo

David Pappalardo
Senior Vice President, Advisor Solutions Group Practice Leader

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