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U.S. Broker/Dealer Marketplace 2024

Benchmark and Grow Marketshare in the B/D channel

  • Review trends in advisor recruitment and development, including how firms have modified their approach in response to the COVID-19 pandemic
  • Discover the most compelling distribution opportunities for asset managers
  • Understand the impact that Regulation Best Interest (Reg BI) is having on the industry, including what firms are doing to comply, and how firms’ business models are evolving in response
  • Explore how COVID-19 is affecting firms’ and advisors’ use of technology and how advisors are adapting their approach to client engagement


US Broker Dealer Marketplace 2020 Details

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Jeremy Fodaski

Jeremy Fodaski

Senior Account Manager


This report provides B/Ds and custodians a method to benchmark against their competitors and insights into how they are reacting to key opportunities. The report also helps asset managers and other third parties identify which are the fastest-growing B/Ds are and what the growth drivers are. Third parties will gain greater insight into their existing B/D partnerships, while also discovering new partnering opportunities.

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Each report is lead authored by a senior Cerulli analyst with significant industry experience. The report incorporates qualitative and quantitative inputs, based on Cerulli’s proprietary research process. For more on our research process, click here.

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Executive Summary

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