Financial Advisor Channel Report Summer 2019

FA Dealers Respond to Change and 2018 Market Downturn

The Summer 2019 issue of the Financial Advisor Channel Report provides a comprehensive examination and analysis of the channel and its recovery through the first six months of 2019. The 2019 rebound followed the substantial market volatility at the end of 2018, recovering all of last year’s second half losses and more.

Covering all key growth metrics in the channel from assets under administration and platform migration, to advisor productivity and shifting advisor practice models, the report is critical reading for all dealers competing in the channel as well as fund manufacturers leveraging the mutual fund distribution power of the channel. As always, assessment of recent events and the impacts on the changing face of the channel, the growing influence of technology and the response to the regulatory environment are covered from the perspectives of those participating in the channel ecosystem.