Retail Brokerage and Distribution Report—Canada Summer 2019

Responding to the Market Rollercoaster: A Review of Asset Growth Drivers Across the Distribution Landscape

This feature focuses on the structure of financial wealth in each channel and how each responded to the rollercoaster ride experienced in late 2018 and through the first half of 2019. The influence of evolving advisor practice models and the investment behaviour of individual clients on the growth and productivity dynamic across channels is also examined. The feature provides a comprehensive competitive context for distribution firms in each channel, insights for the product manufacturers relying on those channels for distribution and an increasingly important 360 degree view of competition across channels.

The response to the ups and downs of market forces plays out in a variety of ways across the wealth management distribution landscape. The impact that these forces have on the growth and productivity of the firms in each channel is reflected in a dynamic mix of relative market exposure, distribution scale, business retention capability and new business activity.