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Primary source research studies provide detailed business models for successful new and evolving product, marketing and distribution strategies.

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Variable Annuities

• Prospects for Variable Annuities in the Retirement Income Market (Oct '06)
• Road Map for Driving Variable Annuity Sales - Capitalizing on the Advisor Perspective (Sep '05)
• Gauging theEquity-Indexed Annuity as Competition and Complement to the Variable Annuity Market (May '05)

Retirement Markets

• IODC Growth Opportunities Capitalizing on Changes in a Dynamic Market (Jun '07)
• Engaging PowerBoomers - Winning Investment Products and Retirement Solutions (Jan '07)
• Converting Retirement Income Planning into Practice (Sep '06)
• Keys to Success in the Small-Business Retirement Plan Market (Feb '06)
• Optimizing IODC Distribution (Jun '05)
• Retirement Income Products & Services: The Definitive Guide to Development & Delivery (May '05)

Mutual Funds

• Future Outlook for Lifecycle Funds: Insights into Emerging Trends and Growth Opportunities (June '08)
• ADVISOR INSIGHT Marketing Effectiveness (April '08)
• ADVISOR INSIGHT Wholesaler Effectiveness (Jul '07)
• World of Opportunity in International Funds (Mar '07)
• The New Gatekeepers Navigating the Investment Manager Selection Process at Distributors (Oct '06)
• Reinventing Distribution Aligning - Wholesaling Initiatives with Corporate Goals (Jul '06)
• Lifecycle Fund Economics (Jun '06)
• Effectively Servicing and Supporting the Independent Financial Advisor (Mar '06)
• Influencing Mutual Fund Sales - Adapting Wholesaling and Key Accounts to Respond to Advisor and Distributor Needs (Jul '05)
• Harnessing The Power of Value--Added Programs (Apr '05)
• Success Factors in Advisor-Assisted Distribution of Mutual Funds (Feb '05)

Managed Accounts

• SMA Distribution Strategies for Success in the Wealth-Management Market (Oct '05)

Alternative Products

• ETF Trends & Outlook (Aug '06)

Sub-Advisory Services

• European Sub-Advised Funds and Third-Party Fund-of-Funds Report (June '08)
• Mid-Year 2006 Sub-Advised Mutual Fund and Variable Annuity Report (Nov '06)
• Winning & Retaining Sub-Advisory Relationships (Nov '05)