U.S. Intermediary Distribution 2025: Strengthening Advisor Relationships
How can asset manager distribution teams best meet evolving advisor expectations?
Hear from Andrew Blake as he shares Cerulli’s insights on the U.S. intermediary distribution landscape. During this 45-minute presentation, Andrew will address the latest industry trends influencing asset manager distribution strategies, the most effective coverage models to build and sustain advisor relationships, and the wholesaler resources advisors value most.
Attend this presentation to:
- Examine changes to distribution strategies occurring at asset management firms
- Analyze trends related to advisor product use, portfolio construction, and allocation changes across industry segments
- Understand the increasingly important role of the product specialist
- Date
- Wednesday, November 19
- Time
- 11:00AM EST
- Where
- Virtual Event A link to the event will be sent upon registration
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Featured Speakers
Andrew Blake
Associate Director
Bio →
Andrew Blake
Associate Director
Andrew is an Associate Director in the Wealth Management practice. He specializes in asset manager distribution strategies for products sold through financial advisors and is the author of The Cerulli Report—U.S. Intermediary Distribution. Before joining Cerulli Associates, he gained distribution experience at several firms, including Manulife John Hancock Investments. He also authored The Cerulli Report—U.S. Advisor Metrics, which explores trends in advisor practices, such as the use of investment products, client relationships, fees charged, and service offerings.
In his role, Andrew is also responsible for various strategic consulting engagements, focusing on key areas such as growth strategies, practice management, service expansion, M&A due diligence, product development, and distribution strategies.
Full biography here.
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November 19, 2025 | 11:00 AM ET
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