Penton's Teams With FUSE Research Network On Advisor Trends Research Initiative

Advisor Trend Monitor Research Series to Deliver Unique Insights and Tactical Guidance on Issues Critical to Asset Managers

Feb 26, 2013, 09:00 ET from Penton

NEW YORK, Feb. 26, 2013 /PRNewswire/ -- Penton's, the digital resource of REP. and Trusts & Estates, today announced a strategic partnership with FUSE Research Network, a leading decision support company serving asset management firms, on the 2013 Advisor Trend Monitor Research Series. The studies are a comprehensive annual series of five research white papers designed to explore advisor views on topics of vital interest to the asset management community.

Each study in the series surveys the views of 500-1,000 advisors and provides tangible guidance for asset management firms that want better insights into what advisors are thinking and how it will impact sales, marketing and product decisions. The reports are available for $2,500 each, or $10,000 for the complete set. Reports can be purchased at,  A sample report can be viewed at

The research program is the latest in a series of educational services introduced by, including a 12-part Thought Leadership Research Series launched in January 2013 offering unique perspectives on critical issues for wealth advisors.

"Asset managers tell us that they are often in the dark when it comes to specifics of advisors' behaviors, preferences and decision making," said William O'Conor, vice president, Penton's Wealth Management Group. "We teamed up with FUSE Research Network to help these firms get a better understanding about what makes advisors tick so that they can adjust their business practices to optimize the distribution effort. We chose to work with FUSE because of their strong reputation for delivering superior market intelligence and competitive research to firms in the asset management industry."

"FUSE Research Network is committed to delivering research and recommendations to asset managers designed to help make decisions that improve their businesses now," said Neil Bathon, founder, FUSE. "We were looking for a partner that could help us deliver better depth and timeliness versus the industry's current offering of annual, generic studies. This new initiative with is an excellent way to provide fast turnaround on advisor research that will impact today's tactical decisions."

As the digital resource of REP. and Trusts & Estates, provides everything wealth professionals need to know to stay knowledgeable about the industry, build stronger relationships, improve their practice, and grow their business—all from one site. It boasts more than 60 editorial contributors who provide content for the more than 645,000 members of our wealth management community.

About Penton
For millions of business owners and decision-makers, Penton makes the difference every day. We engage our professional users by providing actionable ideas and insights, data and workflow tools, community and networking, both in person and virtually, all with deep relevance to their specific industries. We then activate this engagement by connecting users with tens of thousands of targeted providers of products and services to help drive business growth. Learn more about our company at

Penton is a privately held company owned by MidOcean Partners and U.S. Equity Partners II, an investment fund sponsored by Wasserstein & Co., LP.

About FUSE Research Network
FUSE is a decision support group focused on sales and marketing issues facing both distributors and manufacturers of investment products.  Among the goals of our organization are to provide both strategic and tactical guidance and to become an invaluable business partner. We deliver highly informed and forward-looking opinions that are critical inputs for clients as they evolve the strategies and tactics to meet the ever-changing needs of the marketplace.


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Chris Meyer
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William O'Conor
Vice President, Wealth Management Group
Phone: (212) 204-4270