Cerulli Data

Intermediary Lodestar

Size and Address the Financial Advisory Market

  • Analyze channel, year, practice type, core client, revenue source, age, service mix, product mix, and assets under management
  • Create custom analyses of more than 30 advisor metrics that are updated regularly, allowing for the freshest insights
  • Examine top broker/dealers (B/Ds) by filtering characteristics such as product use, fee-based platforms, and revenue-sharing arrangements for firm-specific strategy development
  • Easily build dashboards and share analysis with your team for strategic decision making

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Discounts available for bulk purchase

Report US Products and Strategies 2020 Detail

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Jeremy Fodaski

Jeremy Fodaski

Account Manager

Demo Request

Updated Quarterly

Summary

Evaluate the distribution of retail asset management products through financial advisors based on data collected from advisors, wholesalers, sales managers, and asset managers. Explore advisor sizing (headcount and assets under management), salesforce management, channelized metrics, wholesaler metrics, advisor productivity, and B/D metrics.

Included with Purchase

Advisor

Financial Advisor

Analyze advisor attributes, market sizing, product sizing, and advisor movement data with preset Cerulli filters such as channel, year, practice type, core client, revenue, age, service mix, product mix, and assets under management.

Wholesale

Wholesaler

Explore key metrics within the wholesaling force including distribution strategy, salesforce structure, staffing, compensation, and training and technology support.

Broker

Broker/Dealer

Assess top B/Ds by product use, fee-based platforms, and revenue-sharing arrangements for firm-specific strategies. This module provides profiles of key distribution firms asset managers are looking to partner with, including asset history, headcount, and advisor portfolio construction.

Appendix

Appendix

Understand the methodology used to gather data within this subscription, definitions for program types and channels, and a description of our proprietary opportunity index weighting.

Related Products

  • Annual report
  • Cerulli Edge
  • Cerulli Lodestar

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