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

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Date Published: December 6, 2018
Summary PowerPoint Deck: 89 Slides

Reference PowerPoint Deck: 535 Slides

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

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

This research then analyzes the reasons behind the movement and re-sizes the break-away brokers trend to only count successful financial advisor teams & financial advisors who move from captive to independent models, utilizing three overlapping yardsticks, including:
  • Insurance Agent Aggregators
  • Break-Away Broker Aggregators
  • Independent Advisor Aggregators
And this research makes several future predictions for financial advisor aggregators, including:
  • Moderate Growth in Number of Financial Advisor Aggregators
  • Moderate Growth in Number of Insurance Agent Aggregators
  • Moderate Growth in Number of Break-Away Broker Aggregators
  • Moderate Growth in Number of Independent Advisor Aggregators
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