RepThinkTank (of which Momentum Partners is a founding member), through a partnership with FUSE Research Network, has just completed the first in a series of reports that analyze the inner workings of advisors’ business practices across the full spectrum of channels (RIA, bank, broker, etc.).  Distribution Dynamics is designed for asset managers who seek to refine their sales and marketing model and for distributors who want to benchmark advisor preferences and productivity.

We are delighted to provide a full range of customized advisory services based on this important research study. Call us today for more information and to learn how this work can support your firm’s sales goals.

Distribution Dynamics News Release

We are delighted to announce the launch of our new Product Management “Boot Camp” program. Call us today to tailor the program to your firm and product line and create a winning product plan for 2011!

How confident are advisors that mutual funds, investment and insurance products will perform as marketed in the coming year? How much faith do they place in various asset classes to deliver positive returns? Where will they be increasing—and decreasing—their allocations in 2010? What types of firms do they trust most, who are their preferred product suppliers right now, and who are they most likely to do business with in the months ahead?

This RepThinkTank Webcast looks at the results of our latest Quarterly Confidence Report (delivered by Lisa Cohen) and reveals where advisors in all channels—including RIAs, national full-service firms, independents and regionals—are placing their trust thus far in 2010. Stay on top of the trends by listening to this informative briefing.

http://w.on24.com/r.htm?e=213636&s=1&k=BA90B76E8454EF261B214CA37038088

Date: Thursday, May 20, 2010
Time: 4:15pm ET / 1:15pm PT

Alternative investments weren’t fully spared the market tailspin that ended in 2009—but the market’s gyrations have certainly proved the value of diversification into investments not correlated with equities. In fact, investor appetite for risk management and capital preservation remains high, despite sustained positive stock market returns and improved liquidity. Clearly, advisors and investors are becoming more convinced than ever that alternative strategies should be a key component of a well-diversified portfolio.

In this Webinar you’ll learn…

• The best use of alternatives in mutual funds
  A quick ride along the learning curve examining the broad range of alternatives…how they look in a mutual fund format…and what to expect in terms of risk/return.
• The long and short of long/shorts
  A primer on the broad topic of long/short—one of the most widely misunderstood alternatives for advisors—covering the many forms of long/short funds…and how they work.

Click here to Register Today!

Free Complimentary Webinar! 
Now available on-demand — Watch on your own schedule.

Advisors and the New Breed of Funds
Alternative Asset Classes, Leveraged ETFs, and More 

How do alternative asset classes, tactical asset allocation strategies, and leveraged ETFs provide the protection clients want while offering the alpha they inevitably demand? What are the risks and benefits? Join Registered Rep. magazine for an online panel discussion today.

The past eighteen months have underscored the importance of asset allocation and risk management. Last year’s run up also suggests we can anticipate more subdued returns for long-only investors. In response, asset managers are developing and launching funds that reduce portfolio volatility and increase exposure to alternative asset classes. Other new products enable advisors to allocate assets tactically within a long-term strategic framework.

We’ll discuss these trends with a panel of experts and focus on:

• The impact of alternative asset classes on portfolio volatility
• Using managed futures products in client portfolios
• How ETF’s can provide tactical exposure and hedge risk

Click here to Register Today!