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Recently Released!!!
Date Published: December 2011
Comprehensive PPT Deck: 178 Slides
Summary PPT Deck: 79 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 are delivered, including the self-serve, financial advisor, institutional, & international channels. As flows across these channels have grown the quickest in the various financial advisor channels, this report emphasizes the highlights and developments in retail banks, full-service brokerage firms, independent reps, fee-based financial advisors, other financial advisors (such as insurance agents, CPA firms, & estate attorneys), and several upscale channels (such as private banks, investment banks, & family offices)
This research addresses the state of the Markets & Distribution Channels, 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
- Accelerating Channel Shifts: Continued Expansion in Online Brokerage, Independent Reps, & Fee-Based Financial Advisors
- Growing Importance of Self-Serve Channels
- Growing Importance of International Markets
- Predicted Markets & Distribution Channels Winners
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