Markets & Distribution Channels:
Growth in the Self-Serve, Independent Advisors, & International Markets

Recently Released!!!
Date Published: April 14, 2023
Summary PowerPoint Deck: 249 Slides
Reference PowerPoint Deck: 929 Slides

The purpose of this research is to provide readers with a comprehensive understanding of the vast array of markets & distribution channels through which financial services products & services are delivered, including the financial advisor, institutional, & international channels. Flows across these channels have grown the quickest in the various financial advisor channels and hence this research emphasizes the developments in full-service brokerage firms, independent reps, fee-based financial advisors, insurance agents, retail banks, and several upscale channels (such as private banks & family offices).

This research addresses the key historical phases of markets & distribution channels, including:
  • Institutional Markets Dominance Phase
  • Captive Financial Advisor Channels Emergence Phase
  • Self-Serve Channels, Independent Advisors, & International Markets Emergence Phase
This research defines several distinct market segments of markets & distribution channels, including:
  • Financial Advisor Channels
  • Institutional Channels
  • International Markets

And this research makes several future predictions for markets & distribution channels, including:

  • Substantial Growth in Markets & Distribution Channels
  • Continued Importance of Financial Advisor Channels with Increasing Market Share Gains by Independent Advisors, Self-Serve, & International Channels

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