|
|
|
|
|
|
|
|
Best Selling Research Reports
|
|
|
|
|
|
Recently Released!!! Best Seller!!!
Date Published: July 2010
1,912 Pages
The purpose of this report is to provide readers with an initial understanding of the independent reps & independent broker/dealers market, which is a booming market of over 90,000 series seven registered reps who own their own businesses and utilize independent broker/dealers such as LPL Financial, Raymond James, Securities America, & Commonwealth Financial Network. A parallel report published by Tiburon, called A Comprehensive Overview of the Product Usage, Business Models, & Best Practices of Independent Reps, provides extensive bottom up analysis of the specific actions of independent reps. This report provides a top down view of the market. Some independent reps are dually registered, having their own RIAs; those reps are referred to as hybrid reps in this report and are likewise addressed in Tiburon’s fee-based financial advisor (RIAs) research report. This is the third draft of Tiburon’s research on this topic.
Tiburon’s first draft of this report was published in 2005; that draft consolidated prior Tiburon research into one report. That draft also focused on establishing profiles of the hundreds of complex industry participants, some of which are owned by insurance companies.
Tiburon’s second draft of this report was published in 2009; that draft aligned the report’s structure with that of other Tiburon research reports, fleshed out the market history chapter, and incorporated recent Tiburon research on independent broker/dealers’ technology offerings.
This is Tiburon’s third draft of this report; this draft further aligns the report’s structure with that of other Tiburon research reports, includes a refined introduction, starts a key driving factors chapter to address the break-away broker issue, incorporates recent Tiburon research on rep recruiting, refines the market segmentation to outline the growing hybrid segment, refines Tiburon’s future predictions, and adds a new appendix profiling leading independent reps. This draft also includes new profiles for CUNA Mutual, Essex National Securities, Invest Financial, & Investment Professionals (IPI), and enhances the existing profiles of Cambridge Investment Research, Commonwealth Financial Network, Essex Securities, 1st Global, LPL Financial, Raymond James, & Securian Financial Group.
Written by Tiburon Managing Principal Chip Roame & Senior Research Manager Pablo Perez.
|
|
|
