A National Study of Financial Advisors
The Erdos & Morgan Financial Advisor Media Outlook and Usage Study (FAMOUS) supplies deep insights into how professional financial advisors view fund families and use media. Respondents from a random sample of 10,000 registered financial advisors drawn from our proprietary database and cross-referenced to the SEC to form the sample base for the study. The study allows you to use and view financial media across broadcast, print and digital platforms. We use a web-based methodology and have a minimum of 10% response rate.
Questions the FAMOUS Study helps to answer:
- Where do financial advisors get their information?
- Which media brands are financial advisors resourcing?
- What do financial advisors think of various financial institutions?
Brand Perception
Our Financial Advisor Media Outlook and Usage Study (FAMOUS) examines how advisors perceive and rely upon various media brands.
Approximately:
- 30 different publications
- 50 different websites
- 10 different networks/40 individual programs
- 10 social media platforms (professional and personal)
- Mobile media and Apps
- Newsletters and podcasts
FAMOUS Profiles
FAMOUS profiles the financial advisor community like no other research report.
Areas include:
- Type of firm (Wirehouse, RIA, Broker/Dealer)
- Size of firm – AUM, number of FAs employed
- Age, experience, certifications
- Assets under management
- Type of clients – high net worth, individual, institutional – number of firms manage
- Types of ETFs recommended/used
Sample of Funds Measured
- Alliance Bernstein
- Allianz Global Investors
- American Funds – Capital Group
- BlackRock
- Charles Schwab
- Dodge & Cox
- Eaton Vance
- Fidelity
- Franklin Templeton
- The Hartford
- Invesco OppenheimerFunds
- Janus Henderson
- JP Morgan
- MFS Investment Management
- Nuveen
- Pimco Funds
- Putnam Investments
- State Street Global Advisors (SSgA)
- T. Rowe Price
- Vanguard
Contact Us
ERDOS & MORGAN has been a leader in media market research for over 70 years. Our Syndicated studies – Financial Advisor Media Outlook and Usage Study (FAMOUS), and Opinion Leaders – have helped organizations make smart business choices and consistently stay ahead of the curve. We also provide a full suite of custom market research solutions using both quantitative and qualitative methodologies. ERDOS & MORGAN is an independent operating unit of Beta Research Corporation with offices in New York, New Jersey and Massachusetts.