Rep as Portfolio Manager Programs:

Reps Managing Money

Recently Released!!!
Date Published: September 20, 2023
Summary PowerPoint Deck: 391 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

Tiburon Members:
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Tiburon suggests Tiburon members start by either downloading the well-organized 100-300 page summary PowerPoint presentation or waching the Tiburon Webinar. Tiburon's reference PowerPoint slides are useful for further analysis. Tiburon Podcasts will be recorded in 2024-2025. Tiburon members who need a username & password to access Tiburon Written Research, Tiburon Webinars, and/or Tiburon Podcasts, can click here.

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