Click here
for
sample key findings. If you participate in this research
you will receive findings of similar format and quality.
Cerulli Associates
One Exeter Plaza
Boston, MA 02116
Ph. 617-437-0084 www.cerulli.com
Cerulli Associates (www.cerulli.com),
a Boston-based research and advisory firm specializing in the financial
services industry, invites you to participate in our recurring
broker/dealer surveys.
This webpage offers broker/dealer organizations—both clients and research
participants—a consolidated look at 2007’s recurring broker/dealer-related
surveys. Each of these password-protected surveys are recurring—either
administered annually, or quarterly—and offer distributors a great
opportunity to regularly garner competitive information via the survey’s key
findings.
For more information on participating in any of these surveys, please
open the survey’s abstract PDF below. There you will find more information
on the survey’s content, as well as contact information for the appropriate
Cerulli analyst. If you currently participate in any one of these surveys,
please click on the link at the bottom of the page; there you will be able
to access any of these surveys with your current login and password.
Frequency: quarterly Target firm: U.S. Broker/Dealers Ideal participant: senior management, head of distribution, corporate
strategy, etc.
For information on your broader firm activity with Cerulli—survey
participation and sales activity—please contact Rachael Malatesta @
617-437-1098 (119) or rmalatesta@cerulli.com.
Thank you in advance for your cooperation. If we have mistakenly contacted
you, please forward this link to the appropriate person at your firm.
