The purpose of this research is to provide readers with a comprehensive understanding of rep as advisor programs, programs where clients pay fees in lieu of commissions for non-discretionary accounts. This research includes an analysis of the market growth and leading firms. This research is part of Tiburon's broader coverage of managed account programs and its even broader coverage of financial products & services.

Market Size & Leaders

This research addresses the market size and leaders in rep as advisor programs, providing detailed statistics on the leading programs and firms operating in this segment.

Future Predictions

This research makes several future predictions for rep as advisor programs, including:

  • Continued Effort by Firms to End Rep as Advisor Programs
  • Slow Growth for Rep as Advisor Programs
  • Emergence of More Strict Firm Guidelines