Insights and Actions for Asset Management Sales & Marketing Leaders

Transition to Next-Generation Distribution

A persistent pandemic, renewed inflation, rising interest rates, and recession fears continue to challenge the wealth management industry. Faced with technology innovation, fintech disruptors, and fast-changing investor behavior, the aging advisor population struggles with omnichannel engagement, attrition, and attracting new talent.

Our Analysis

As a follow-up to last year’s survey, MarketBridge conducted a survey of 153 Financial Advisors to see how their preferences and needs continue to evolve. Our respondents came from multiple firm types with varying years in the business.

Covering investments in technology, data and analytics, digital innovation and engagement, and product, solution, and services evolution, this report takes a deeper dive into the results and go-to-market implications for asset managers.

This Report

Our report “By The Numbers: How Financial Advisor Needs Are Changing Amid Economic Uncertainty” lays out:

• How asset management firms can support financial advisor’s post-pandemic growth
• Changing financial advisor demographics
• Three top priorities for asset managers
• 11 go-forward actions to drive growth

Select Insights

• 81% of respondents say recession fears will impact their client planning decisions, and financial advisors are engaging accordingly
• Less than 1/3 of advisors rated the support they receive from their firms as ‘Extremely’ or ‘Very Effective’
• More than half of advisors surveyed are part of one or more teams—a continuing challenge for many asset managers