Markets & Distribution Channels:
Growth in the Self-Serve, Independent Advisors, & International Markets

Recently Released!!!
Date Published: September 26, 2016
Summary PPT Deck: 60 Slides
Reference PPT Deck: 384 Slides


The purpose of this research is to provide readers with an initial understanding of the vast array of markets & distribution channels through which financial services products & services are delivered, including the self-serve, financial advisor, institutional, & international channels. Flows across these channels have grown the quickest in the various financial advisor channels and hence this research emphasizes the developments in full-service brokerage firms, independent reps, fee-based financial advisors, insurance agents, retail banks, and several upscale channels (such as private banks & family offices).

This research starts with a review of the history of markets & distribution channels, including these phases: 

  • Institutional Markets Dominance Phase
  • Captive Financial Advisor Channels Emergence Phase
  • Self-Serve Channels, Independent Advisors, & International Markets Emergence Phase

This research addresses four markets & distribution channels segments, including: 

    • Direct Distribution Channels
    • Financial Advisor Channels
    • Institutional Channels
    • International Markets

And this research makes the following future predictions for markets & distribution channels, including: 

  • Continued Importance of Financial Advisor Channels with Increasing Market Share Gains by Independent Advisors
  • Growing Importance of Self-Serve Channels
  • Growing Importance of International Markets
  • Declining Importance of Institutional Channels
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