August 2019 – Literature Centers

​​​Robust literature centers equip advisors with the proper tools to communicate with clients, enhance their knowledge and stay abreast of product changes. These sections are a first stop for advisors seeking to validate investment approaches and examine underlying fund strategies. Literature centers typically house important product information, forms and applications that advisors can leverage as a business building resource or to continue their own personal education. This month’s Asset Management Monitor – Advisor Report evaluates 14 firms that offer dedicated literature sections, with grades assigned based on findability, variety of content and availability of descriptive, sharing and filtering elements.

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