What Advisors Do Online 2009 Webcast October 2009

The Story Challenges for Advisors Financial turmoil Technology evolution Social media taking root Going mobile Asset Manager Considerations: Push content/tools away from home page, still improving quality of homepage Support advisor needs for product, commentary, and support Capitalize on hunger for business building (+14%) and sales ideas (+5%) Respect & plan for advisors accessing content via any device Segmentation matters – different advisor groups use online differently Social media is taking hold – on the precipice

Challenges for Advisors

Financial turmoil

Technology evolution

Social media taking root

Going mobile

Asset Manager Considerations:

Push content/tools away from home page, still improving quality of homepage

Support advisor needs for product, commentary, and support

Capitalize on hunger for business building (+14%) and sales ideas (+5%)

Respect & plan for advisors accessing content via any device

Segmentation matters – different advisor groups use online differently

Social media is taking hold – on the precipice

What Has Changed Financial crisis Technology evolution Have led to lots more time online WADO 2008: 19 hours/week online at work; rough estimate is 20.5 now What Has Changed

Financial crisis

Technology evolution

Have led to lots more time online

WADO 2008: 19 hours/week online at work; rough estimate is 20.5 now

Where Advisors Go Online - Categories Intranets still dominate, followed by industry sites & blogs Asset manager advisor sites & public sites lag Data & Findings

Intranets still dominate, followed by industry sites & blogs

Asset manager advisor sites & public sites lag

What Advisors Look For At Asset Management Sites What they have (product) What they think (commentary) How they can help them with their clients (support) 14% jump in desire for business building and 5% jump for sales ideas from 2008 Data & Findings

What they have (product)

What they think (commentary)

How they can help them with their clients (support)

14% jump in desire for business building and 5% jump for sales ideas from 2008

How Advisors Access Content Online Advisors use a variety of devices to get online and access content, with more planning to do so 79% use at least one mobile device Data & Findings

Advisors use a variety of devices to get online and access content, with more planning to do so

79% use at least one mobile device

Social Media – Fertile Ground for Tomorrow Adoption not huge yet, but nearly half access these sites at least sometimes Data & Findings Avg. age 45 46 45 45 Avg. assets ($MM) 51.0 45.9 23.7 19.7

Adoption not huge yet, but nearly half access these sites at least sometimes

What Else Is in What Advisors Do Online? Additional report contents Analysis & impacts of the last eighteen months of turmoil on advisors’ online behavior Insights into how behavior changes by advisor segment (channel, asset level, and age) Recommendations for asset managers to improve their ability to attract and engage advisors online Data file We are publishing the entire data file to all subscribers and purchasers of the study Analyst Presentation An hour of time to talk through the study’s implications to you and your business with a kasina consultant Data & Findings

Additional report contents

Analysis & impacts of the last eighteen months of turmoil on advisors’ online behavior

Insights into how behavior changes by advisor segment (channel, asset level, and age)

Recommendations for asset managers to improve their ability to attract and engage advisors online

Data file

We are publishing the entire data file to all subscribers and purchasers of the study

Analyst Presentation

An hour of time to talk through the study’s implications to you and your business with a kasina consultant

About kasina Our firm has a singular mission: Innovate distribution in financial services About kasina For more information, please contact: Eric Daugherty Director of Research e-mail: [email_address] phone: 646 257 4465 fax: 212 349 7413

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