The purpose of this research is to provide readers with a comprehensive understanding of the vast array of wealth & investment management markets & distribution channels through which wealth & investment management products and services are delivered, including the United States wealth management, global institutional markets, & international (non-United States) wealth management channels. Flows across these channels have grown the quickest in the various wealth management firms and hence this research emphasizes the developments in full-service brokerage firms, independent reps, fee-based financial advisors (RIAs), and discount & online brokerage firms.
This research addresses the key historical phases of wealth & investment management markets & distribution channels, including:
- Institutional Markets Dominance Phase
- Captive Wealth Management Firms Emergence
- Discount & Online Brokerage Firms, Independent Advisors, & Asia Pacific Markets Emergence Phase
This research defines several distinct market segments of wealth & investment management markets & distribution channels, including:
- United States Wealth Management
- Global Institutional Markets
- International (Non-United States) Wealth Management
And this research makes several future predictions for wealth & investment management markets & distribution channels, including:
- Substantial Growth in Wealth & Investment Management Markets & Distribution Channels
- Continued Importance of Wealth Management Firms with Increasing Market Share Gains by Independent Advisors, Discount & Online Brokerage Firms, and Asia Pacific Markets