Financial Advisor Aggregators:
Firms Seeking to Capture Break-Away Brokers and/or Independent Advisors

Recently Released!!!
Date Published: January 26, 2017
Summary PPT Deck: 42 Slides

Reference PPT Deck: 591 Slides

The purpose of this research is to provide readers with an understanding of financial advisor aggregators. Financial advisor aggregators are generally defined as the firms established primarily to recruit and/or acquire break-away brokers and/or independent advisors. This research forms an important part of Tiburon's coverage of independent advisors.

This research addresses the historical phases of financial advisor aggregators, including: 
  • Emergence Phase
  • Maturization Phase

    This research addresses three segments, including: 

  • Insurance Agent Aggregators
  • Break-Away Broker Aggregators
  • Independent Advisor Aggregators

And this research makes predictions, including: 

  • Moderate Growth in Number of Financial Advisor Aggregators
  • Moderate Growth in Number of Insurance Agent Aggregators
  • Moderate Growth in the Relatively Small Break-Away Brokers Trend
  • Continuing Trend of Financial Advisor Aggregators Capturing Largest Break-Away Brokers
  • Moderate Growth in Number of Independent Advisor Aggregators

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