Cerulli Lodestar: Intermediary

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Intermediary Overview

This subscription focuses on the distribution of retail asset management products through financial advisors. Data comes from proprietary surveys delivered to advisors, wholesalers, sales managers, and asset managers. Cerulli’s advisor survey is the industry’s largest and longest running, covering thousands of advisors annually across all channels.

Data includes advisor sizing (headcount and assets under management), salesforce management, channelized metrics, wholesaler metrics, advisor productivity, and broker/dealer metrics.

Reasons To Purchase:
  • Analyze data using filters such as channel, year, practice type, core client, revenue source, age, service mix, product mix, and assets under management
  • Create custom analyses of more than 30 advisor metrics that are updated regularly, allowing for the freshest insights
  • Examine top broker/dealers by filtering characteristics such as product use, fee-based platforms, and revenue-sharing arrangements for firm-specific strategy development
Modules Description
Financial Advisor This module allows users to analyze advisor attributes, market sizing, product sizing, and advisor movement data with preset Cerulli filters such as channel, year, practice type, core client, revenue, age, service mix, product mix, and assets under management.
Wholesaler This module allows users to explore key metrics within the wholesaling force including distribution strategy, structuring a salesforce, staffing, compensation, and supporting salesforces through training and technology.
Broker/Dealer Allows examination of top broker/dealers by reviewing characteristics such as product use, fee-based platforms, and revenue-sharing arrangements for firm-specific strategies. This module provides profiles on key distribution firms asset managers are looking to partner with, including asset history, headcount, and advisor portfolio construction.
Appendix Provides key definitions and methodology for data used within this subscription.