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Session
Description
Gavin and Chris will discuss key findings from
FRC’s recently released research study, The 2002 Advisors to the Affluent Report. This report, which
is the first in a series of reports analyzing the RIA channel,
examines more than 2,000 independent advisors that collectively
control nearly $1 trillion, with average client assets of
$1.5 million. They will discuss the market segments of wealth
managers, money managers, and market timers, revealing the
types of investment products these HNW RIA’s use, as well
as their investment strategies. They will also disclose the
top cities/regions to target for HNW RIAs and a number of
other useful metrics for firm’s attempting to target this
important market segment.
The
presentation will help you:
Size
and segment the market opportunity for your products within
the multiple RIA business models—Asset Managers, Wealth Managers,
and Market Timers.
Understand
the metrics of the affluent RIA opportunity, including average
account size, number of clients, median investable assets
per client controlled by the advisor, and other important
statistics.
Develop
new products, most notably alternative products, and position
existing products to service the market.
This program is appropriate for senior financial executives
with responsibility for Affluent Marketing, Small Business,
Investment Services, Product Development, Market Research
and Strategy Teams.
Attendance
Fee:
$275.00 plus $50.00 per telephone
line used.
About
Gavin Quill
Gavin Quill is a Senior Vice President &
the Director of Research Studies at Financial Research Corporation
(FRC). In this role, Gavin oversees the research and writing
of comprehensive primary source studies related to a wide
variety of mutual fund industry topics. Gavin also serves
as a senior consultant, helping clients to design and implement
a broad range of strategic initiatives.
Gavin
joined FRC in January 2000 from Quill Consulting where he
specialized in strategic planning and product marketing issues
for financial services companies. Before he founded Quill
Consulting, Gavin spent 13 years at Zurich Scudder Investments
where he served as Vice President of Marketing, and VP of
Global Cross Business Development.
In
1990, Gavin helped to found the Industry Statistics Committee
of the Investment Company Institute (ICI), and served as the
committee’s chairman from 1992-1995. He also served as a member
of the Institutes’ Research Committee and its Marketing Policy
Committee, where in 1993 and 1994 he lobbied Congress on behalf
of the mutual fund industry in an effort to encourage regulatory
reform.
Gavin’s
financial and economic commentary has been regularly cited
by major media across the full spectrum of the financial press
(both print and broadcasting), general interest newspapers,
and industry trade publications. Mr. Quill has a Bachelor
of Arts degree in Government with a specialization in Political
Philosophy from Harvard University.
Over
the last year, Gavin has directed the following studies.
1. Opportunity
of a Lifetime: Variable
Annuity Income & Product Trends
2. Best Practices
in the Separately Managed Account Industry
3. E-Wholesaling:
The Distribution Solution
4. Predicting
Mutual Fund Performance 2: After the Bear
5. 529 Plans:
An Investment in Your Company’s Future
6. Money on the
Move: Strategies for Capturing Retirement Rollovers
7. Multi-Discipline
Products: Spurring Growth in SMAs
8. Entering the
World of Hedge Funds: Targeting the Affluent
9. Principal
Protection: Asset Retention in Down Markets
Now
in its 16th year, FRC provides the foundational support for
financial services executives to create successful strategic
solutions to marketplace challenges through market analytics,
advanced research studies and customized consulting. Based
in Boston, FRC is at the forefront of assisting its clients
to comprehend and respond to the rapid changes occurring in
the manufacture and distribution of investment products by
delivering highly focused, customized solutions to strengthen
competitive advantage and maximize growth. FRC's more than
200 clients include the world's leading asset managers and
distributors. For more information, visit the FRC Web site
at www.frcnet.com.
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