FUSE Research Network released new findings highlighting key differences between asset managers and financial advisers regarding the value-add program topics they consider most important.
Value-add programs are non-product services provided by asset managers to advisers that range from white papers to interactive tools to workshops. They’ve become important vehicles for building relationships.
According to Marketing 2025: Optimizing Marketing Strategies, economic and market insights remain the strongest point of alignment between asset managers and advisers, with just over 80 percent of both groups rating the topic as “strong” or “above average” interest. These insights remain “table stakes,” a core expectation that asset managers must meet to support adviser engagement.
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