Advisor Solutions Group

Advisor Solutions for Financial Intermediaries

Helping clients reach their investment goals is the aim of every financial intermediary. Yet providing customized service — while also growing a client base and differentiating your practice amid regulatory and resource constraints — is no small challenge. That’s why broker dealers, RIAs, private banks and family offices turn to our Advisor Solutions Group for help gaining a competitive edge. With access to our research team, proprietary investment manager database and cutting-edge due-diligence tools, financial intermediaries can bolster their capabilities and provide superior service to clients. 

Featured Research


Markets in Review: Gains for Most Asset Classes

World equity markets, U.S. equity and non-U.S. fixed income gained last quarter while U.S. fixed income was barely positive. How did your plan investments fare?

Q4 2017 Market Review
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David Pappalardo, CIMA®, CAIA, MSFP

David Pappalardo, CIMA®, CAIA, MSFP
Senior Vice President, Advisor Solutions Group Practice Leader

Contact David