Rep as Portfolio Manager Programs:
Reps Managing Money
Recently Released!!!
Date Published: September 11, 2024
Summary PowerPoint Deck: 439 Slides
Reference PowerPoint Deck: 1,560 Slides
The purpose of this research is to provide readers with a comprehensive understanding of rep as portfolio manager programs, programs in which financial advisors take discretion and manage 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.
This research addresses the market size and leaders in rep as portfolio manager programs.
And this research makes several future predictions for rep as portfolio manager programs, including:
Date Published: September 11, 2024
Summary PowerPoint Deck: 439 Slides
Reference PowerPoint Deck: 1,560 Slides
The purpose of this research is to provide readers with a comprehensive understanding of rep as portfolio manager programs, programs in which financial advisors take discretion and manage 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.
This research addresses the market size and leaders in rep as portfolio manager programs.
And this research makes several future predictions for rep as portfolio manager programs, including:
- Emerging Recognition of Rep as Portfolio Manager Programs Overlap with Traditional Fee-Based Financial Advisor (RIA) Model
- Continuing Wirehouse Love & Hate Relationship with Rep as Portfolio Manager Programs
- Substantial Growth for Rep as Portfolio Manager Programs, at Least in Part Due to Portability
- Push to Allow Sleeve Management in Unified Managed Accounts (UMAs) to Lessen Focus on Rep as Portfolio Manager Programs
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Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
