In early July, Federated became the latest asset management firm to loosen online access restrictions for advisors. Federated has made a majority of its advisor website content publicly available, allowing advisors to access a variety of pages and resources without login. Lock icons highlight resources and pages that are reserved for advisors that have registered for access. Previously, Federated advisor site access was predicated on completing the registration process, though an option to explore a limited version of the site was available.
Federated also overhauled its login procedure to streamline the site registration process for advisors interested in accessing the full advisor website. The firm created a new centralized page that allows advisors to register and login from the same location, reducing navigation.
Federated Advisor Homepage: Content Accessible Only After Login Marked with Lock Icon
The shift in Federated’s advisor site strategy is similar to one implemented by BlackRock in late 2011, when the site was opened to unregistered advisors with restricted content denoted by a key logo. A number of firms covered by Corporate Insight’s Advisor Monitor also use variations of this strategy including Deutsche Asset & Wealth Management, MFS and PIMCO.
New Advisor Monitor Report
The July 2013 Advisor Monitor Monthly Report analyzes the advisor site strategies being employed by leading asset management firms. The report will focus on the site content available to unregistered site visitors and how they are promoting and structuring advisor registration. For more information about the report and our Advisor Monitor research service, please contact Jeff Latzer at 212-832-2002 x-123 or firstname.lastname@example.org.