We are a research-based consultancy focusing on product, service and distribution issues in retail and institutional financial services. Best known for our work among advisors, we support clients who distribute retail investment products and institutional retirement services.
Our research is based on work among business owners; high net worth individuals; retail advisors; participants in qualified plans; plan sponsors; advisors and consultants who support plan sponsors both for platform and DCIO provider selection; and TPAs who administer retirement plans.
Our clients include most of the leading mutual fund companies, insurance companies and broker/dealers in these product areas.
