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