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Investment Advisor-The Voice of Independents  Research   Wealth Manager Web

In partnership with Cerulli Associates, Summit Business Media invites you to participate in a survey of advisors that focuses on advisor usage of retirement income products and planning methods. Cerulli Associates is a Boston-, London-, and Singapore-based research firm specializing in asset management and distribution trends worldwide.

This survey is part of an annual data collection that tracks the state of financial advisors across the United States and provides benchmark information for evaluating the growth of key marketplaces and industry trends. Respondents should attempt to answer all questions.

Responding to this survey entitles you to:

• A complimentary copy of The Cerulli Edge-Advisor Edition on practice management

• Entry into a drawing for a free registration to Summit Business Media's annual Retirement Income Symposium

Survey results will appear in a future feature article in Summit Business Media publications, such as Investment Advisor, Research, Wealth Manager, and Boomer Market Advisor.

To take the survey, please click this link.

Questions regarding the survey or complimentary Cerulli Edge should be directed to Bing Waldert ([email protected]) at Cerulli Associates.

Thanking you in advance for your participation.

Andy Sonnenberg
Group Publisher
Investment Advisory Group
Summit Business Media

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