Date Posted: Dec 14, 2021

2021 Household Balance Sheet: First Half of 2021 Market Update Special Feature

The mid-year data update for our Household Balance Sheet and Share of Wealth Market reports showcases the product and distribution dynamics which shaped what was, at times, a tumultuous first half of the year.

This special update note for our Household Balance Sheet 2021 covers the key trends impacting products and distribution channels throughout the first half of 2021. From record account openings driven by young investors in online brokerages, to investors of all sorts shifting their gazes back to risk-taking, investment funds and managed accounts experienced record inflows throughout the year. Independents extracted some market share from the largest integrated players, while new technologies redefined how advisors interacted with their clients.