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 and export dashboards to share with colleagues
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Greg Bell, CIMA
Associate Director, Account Management
- Boston HQ +1 617.437.0084
- Singapore +65 6327 4045
- London +44 20 7645 9040
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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
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.
Wholesaler
Explore key metrics within the wholesaling force including distribution strategy, salesforce structure, staffing, compensation, and training and technology support.
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
Understand key definitions and methodology for data used within this subscription.
Related Products
- Annual report
- Cerulli Edge
- Cerulli Lodestar
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Understand where to allocate resources to achieve your objectives. We can help you determine which initiatives are likely to be successful and those that may not achieve the desired effect. In an increasingly competitive market, our objectivity and experience can help you to advance your firm’s unique strengths.