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Webinar: U.S. Asset Management Distribution | The Changing Costs of Doing Business


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Ed Louis
Senior Analyst, Intermediary

While the world grapples with both the health and economic impact of COVID-19, asset management distribution teams find themselves at a pivotal crossroads. As distribution executives plan for the next five years, they will have to weigh opportunity costs and reallocate distribution resources. Join Ed Louis, senior analyst, for an understanding of how the rules of engagement have changed for asset managers and how they can realign distribution resources to optimize strategic marketing costs.

This presentation addresses:

  • Examine the impact of rising strategic partnership costs on asset manager distribution
  • Understand the short- and long-term effects of operating during the COVID-19 pandemic on distribution strategy
  • Assess implications of fee-awareness and vehicle proliferation for advisor product use

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03

APR

RIA Trends & Distribution Opportunities

Marina Shtyrkov and Ed Louis

Explore key RIA channel trends and interpret how these changing dynamics impact asset management firms.

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