Upcoming Report

U.S. Intermediary Distribution 2021

Recovery and a Post-Pandemic Future

Maximize Product Distribution Through Financial Advisors

  • Identify and size the most compelling distribution opportunities in a virtual environment

  • Learn how to balance key accounts and wholesaling resources to meet rising distribution costs and changing advisor portfolio construction behavior

  • Understand how to structure compensation for generalist and specialist wholesalers
  • Examine renewed interest in hybrid wholesalers as firms prepare for the eventual transition to a post-pandemic marketplace
  • 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 Specialist

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. This report includes 10 years of market sizing of advisor-controlled assets by channel, rankings of the industry’s largest distributors, and forward-looking projections of marketshare by channel.

Included with Purchase

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