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Advisor Perspectives on Managing Wealth: Investment Products and Fee Business

Advisor Perspectives on Managing Wealth: Investment Products and Fee Business

Advisor use of ETFs as a product and the ETF advisory management style have increased since 2011 and should continue to grow.

Boston, October 27, 2016 – This research analyzes investment products and asset management styles across a broad sample of U.S.-based financial advisors, representing all major full-service brokerage segments and the independent registered investment advisor segment. This research also presents advisors’ growth expectations for investment products and asset management styles.

Based on Aite Group annual surveys of approximately 400 U.S. financial advisors from 2011 to 2015, this report investigates advisors’ instrument preferences, asset class allocations, revenue, and investment styles.

This 57-page Impact Report contains 39 figures and three tables. Clients of Aite Group’s Wealth Management service can download this report.