U.S. Intermediary Distribution 2018: A Holistic Approach to Wholesaling

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In its sixteenth iteration, this annual report focuses on the distribution of investment products through financial advisors, providing a sourcebook to asset managers seeking to maximize product distribution through intermediaries across all channels in the U.S.

The report includes 10 years of market sizing of advisor-controlled assets by channel, rankings of the industry’s largest distributors, and forward-looking projections of marketshare by channel. It provides comprehensive data on advisor portfolio construction practices and product use trends. And it provides benchmarking and competitive insights related to asset manager distribution strategy, staffing structure and compensation, distributor relationships, and wholesaling strategy.

Data for this report is compiled from annual proprietary surveys, with responses from over 2,000 advisors, as well as asset managers, national and divisional sales managers, heads of key accounts, key accounts managers, and wholesalers. Data from this report also comes from interviews with distribution leaders and broker/dealer executives, along with various partnerships and associations.

Reasons To Purchase:
  • Examine the changing points of influence over advisor portfolio construction decisions
  • Uncover the effects that platform rationalization and fee-pressure have had on relationships between asset managers and broker/dealers
  • Understand the importance of effective coordination between the different arms of distribution (e.g. sales, key accounts, product specialists, etc.) to maximize opportunities at key partner firms
  • Gain insight into the actions that asset managers are taking as channel lines blur and advisor clients become more sophisticated
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