Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:SwanDog Digs Deep Into the RIA World Not Rated 5.0 Email Routing List Email & Route  Print Print
Friday, March 20, 2015

SwanDog Digs Deep Into the RIA World

Reported by Neil Anderson, Managing Editor

The folks behind a marketing strategy consulting shop and an RIA-focused website are teaming up to offer asset managers an in-depth look at the rapidly growing RIA channel.

Dave Swanson, founder and managing partner of SwanDog, confirms his alliance with Penton's WealthManagement.com. They've surveyed about 400 RIAs, and they're preparing to release a deep-dive RIA channel study in May.

SwanDog previously did what Swanson calls "a very light study" on the RIA channel four and a half years ago, teaming up with Morningstar.

"It was one of the most popular studies that people came to us for," Swanson tells MFWire. "It's the least homogenous of the channels."

Swanson praises the Penton team as "great partners" for SwanDog, with "valuable knowledge" of, and "a long history in," the RIA channel.

"[O]ur knowledge of the RIA market, and access through our various media properties, coupled with SwanDog's industry marketing experience, will make for a valuable piece of research on this audience," states Rich Santos, group publisher for WealthManagement.com.

The survey on which the deep-dive report is based includes both quantitative and qualitative components. Issues explored include: the challenges RIAs face (which can translate into opportunities for asset managers to help those RIAs); RIAs' relationships with wholesalers; how RIAs consume information; RIAs' use of online and social media; and more. 

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

5.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2024: Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly




©All rights reserved to InvestmentWires, Inc. 1997-2024
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use