Archived Insight | December 5, 2018
Financial Intermediary Consulting: a Primer
As a financial intermediary, your professional success lies with providing your clientele with the best research and advice to make their financial dreams a reality. And whether you’re an investment officer at a big bank or an independent advisor at an RIA, having research and expertise from a partner with a proven track record of success helps you meet your client and practice needs more effectively.
For decades, we’ve provided financial intermediary consulting to a wide variety of intermediaries, giving them access to our due diligence insights, a proprietary investment manager database, cutting-edge research and the customized, client-ready content they need for their business to flourish.
Have questions about financial intermediary consulting?
We have answers. Let's talk about how we can help you.
Contact UsHow our financial intermediary consulting will help your practice grow
Our investment professionals know firsthand that every client presents a unique set of challenges and demands to their advisor. That’s why we offer financial intermediaries a suite of services as flexible and comprehensive as the modern market demands. These include:
- Completely Customizable Frameworks: Combine the understanding of your clients with our model portfolios and other tools that let you customize the level of risk and the types of assets to include in each portfolio. We’re not here to tell you what to do, but to help you do it better.
- Comprehensive and Comprehensible Data: You’ll have immediate access to a wealth of knowledge covering worldwide markets, giving you unparalleled insights to weave into your investment approach for clients.
- Cutting-Edge Thought Leadership: Stay on top of the latest investment trends and explore timely ideas with our bold thought leadership. We’ll expand your access to world-class asset managers, practice management insights from your peers and better client engagement strategies with new ideas and robust content.
Learn more from our insights
What Are Investment Managers' Internal Policies on Sustainability? 2024 Survey Results
November 2024 Financial Markets Recap
October 2024 Financial Markets Recap
The information and opinions herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. This article and the data and analysis herein is intended for general education only and not as investment advice. It is not intended for use as a basis for investment decisions, nor should it be construed as advice designed to meet the needs of any particular investor. On all matters involving legal interpretations and regulatory issues, investors should consult legal counsel.
