U.S. Intermediary Distribution 2023
Embracing Digital Engagement
Maximize Product Distribution Through Financial Advisors
- Examine practice management, portfolio construction, and other “value-add” resources provided by asset managers to advisors
- Understand the evolving structures for strategic partnership costs between asset managers and intermediaries
- Explore changing client service models and post-meeting communications between wholesalers and advisors
- Review comprehensive data on advisor portfolio construction practices and product use trends
- Strengthen advisor and distributor relationships
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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.
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