U.S. Advisor Metrics 2016: Combatting Fee and Margin Pressure

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In its thirteenth iteration, this annual report provides a broad and in-depth perspective on financial advisors operating across multiple channels, including wirehouse, national and regional broker/dealer (B/D), independent broker/dealer (IBD), independent registered investment advisor (RIA), hybrid RIA, retail bank B/D, and insurance B/D. The report highlights advisors’ most critical needs, risks, opportunities, and challenges, while helping B/Ds, custodians, and asset managers identify opportunities to better serve and deepen relationships with advisors. It includes detailed analyses of advisor market sizing, attributes and practices, client relationships, B/D support, investment decisions and product use, and practice challenges and growth opportunities.

The report includes a ten-year history of market sizing across all advisor channels. It also includes the results from Cerulli’s 16th annual survey of financial advisors, which provides a holistic view of advisors across all channels and targeted advisor segmentations. Advisor surveys are conducted through partnerships with industry associations and a series of preferred vendors. Qualitative insight is provided from more than 35 interviews with industry executives, advisors, recruiters, and practice management professionals across the industry.

Reasons To Purchase:
  • Analyze how asset managers, broker/dealers, and advisors are responding to increasing cost, fee, and regulatory pressures
  • Explore the growing concern and uncertainty over advisor practice succession planning as a significant portion of advisors head into retirement
  • Assess the influence of exchange-traded funds (ETFs) over the industry, and the opportunities available for asset managers to educate advisors and build ETF marketshare
  • Examine the push for attracting more women into advisor roles, and important factors to consider such as compensation structure, work-life balance, and connections with established advisors
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