U.S. Intermediary Distribution 2016: Evolving Roles in Distribution

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In its fourteenth iteration, this annual report focuses on the distribution of products through financial advisors, providing a sourcebook to manufacturers seeking to fine-tune, expand, or build their distribution through intermediaries across all retail channels in the U.S. The report includes 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.

Reasons To Purchase:
  • Identify competitive strategies to maximize distribution through key accounts relationships
  • Benchmark wholesaling structure and identify best practices
  • Examine the fastest-growing channels and products
  • Evaluate how the U.S. retail market is taking on characteristics of an institutional market
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