The Evolving Retail Direct & Discount Brokerage Market: Distributing Through Third-Party Platforms

Call For Pricing Order Now

Get access to this report.

This report defines, sizes, and analyzes the direct channel as it exists in today’s financial services world. It incorporates advisor, asset manager, and end-investor data and analysis to provide a comprehensive view of the impact of the direct channel on all relevant players. Four proprietary surveys, secondary sources, and 30 executive interviews provide data for this report.

Reasons To Purchase:
  • The direct channel is the second largest retail distribution channel, with nearly $3.7 trillion in assets on direct platforms.
  • Among the investing public, ownership of direct accounts is pervasive. 67% of households report owning a direct account.
  • The success of direct firms has relied on their ability to efficiently serve clients with a multi-channel approach, including phone, web, in-person, email, and chat. Direct firms aim to
  • keep the client experience similar and seamless regardless of the channel clients prefer.
  • Direct firms are among the fastest growing channels distributing managed accounts programs.
Look Inside:
Look Inside
Learn More