Report

U.S. Intermediary Distribution 2020

Aligning Impact with the Costs of Distribution

Pinpoint and Target Strategic Distribution Channels

  • Identify and size the most compelling distribution opportunities
  • Analyze trends related to advisor product use, portfolio construction, and allocation changes across industry segments
  • Examine changes to distribution strategy occurring at asset management firms
  • Maximize effectiveness of wholesaling and key accounts strategies
  • Strengthen advisor and distributor relationships

$19,500

Discounts available for bulk purchase

Us intermediary distribution detail

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Jeremy Fodaski

Jeremy Fodaski

Account Manager

Summary

A sourcebook for asset managers seeking to maximize product distribution through intermediaries across all channels in the U.S., this annual report focuses on the distribution of investment products through financial advisors.

Included with Purchase

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Methodology

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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A Note from the Author

Which Markets? How to Staff? How to Compensate? The Changing Costs of Doing Business

Ed Louis

Ed Louis

Associate Director

Bio →

Ed Louis

Ed Louis

Associate Director

Ed is an associate director in Cerulli’s Wealth Management practice and leads research for the U.S. Intermediary Distribution report. His research focuses on distribution strategies for retail asset management products sold through financial advisors, advisor product use, and portfolio construction trends. 

Prior to joining Cerulli Associates, Ed worked as an internal wholesaler at Wells Fargo Asset Management. There, he spent nearly a decade working with financial advisors in the wirehouse, independent broker/dealer, and RIA channels.

Full biography here.

While asset managers face a particularly challenging distribution environment and increased margin pressure, there is still opportunity to win both mind- and wallet-share. Doing so, however, requires thoughtful strategic planning and resource allocation.

Our report, U.S. Intermediary Distribution 2020, provides asset managers with the market intelligence needed to uncover distribution opportunities, scale resources, and address compensation levels.

Connect with us to learn how we can inform your distribution strategy with critical, data-driven insights.

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