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Advisor Web Usuage Survey
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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 (wwaldert@cerulli.com) at Cerulli Associates.
Thanking you in advance for your participation.
Andy Sonnenberg
Group Publisher
Investment Advisory Group
Summit Business Media
For customer service, please call 800-458-1734
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