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Tuesday, March 28, 2023

What FA Data Do You Gather?

Reported by Neil Anderson, Managing Editor

When it comes to getting to know financial advisor clients and prospects, fundsters are far more likely to learn about asset figures than organizational structure, according to new research from a longtime ally to the industry.

Thomas Neil "Neil" Bathon
Fuse Research Network
Founder, Partner
Last week, the folks at Fuse Research Network released research findings on what kinds of advisor data asset managers currently use. The findings come from the results of a 2022 Fuse survey of asset managers. The Fuse team notes that a majority of fundsters expect the amount they spend on gathering data to increase.

For new fundsters (or fundsters at smaller firms) who are looking to gather FA data for the first time and wondering where to start, the Fuse findings offer a glimpse at the popularity of six approaches. The most popular advisor data for fundsters to receive is assets under management; 82 percent of asset managers receive such data. Other data gathered by a majority of firms includes: the types of investment vehicles that FAs use (gathered by 73 percent of firms) and AUM growth (gathered by 55 percent of firms).

Other FA data gathering is less popular, though still widespread. 45 percent of fundsters gather data on FAs' useage of models versus their level of investment discretion. 45 percent of fundsters gather data on advisory models used. And 36 percent gather data on the organization of FA teams.

"While the ability to access and utilize data is evolving quickly, data capabilities — in terms of what distributors are able or willing to supply and what asset managers can assimilate into their operations — are still in the early stages," the Fuse team writes. "As the distribution landscape shifts, more detailed information about who is making product decisions and how those decisions are made will have greater impact on the ability of firms to effectively position their products at specific distributors." 

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