What Advisors Do Online 2009Webcast

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

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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

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Where Advisors Go Online - Categories+ Intranets still dominate, followed by industry sites & blogs

+ Asset manager advisor sites & public sites lag

Data & Findings

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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

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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

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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

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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

About kasina

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Our firm has a singular mission: Innovate distribution in financial services

About kasina

For more information, please contact:

Eric DaughertyDirector of Researche-mail: edaugherty@kasina.comphone: 646 257 4465fax: 212 349 7413

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Appendix