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Cerulli Report Says Wirehouse Market Share Continues To Erode And RIAs Are On The Short List Of Beneficiaries
A new Cerulli report, the Cerulli Intermediary Distribution 2012 report, says market share of wirehouses is on a downward trajectory that won’t end anytime soon. From 2007 to the end of 2011, market share of the big houses fell to 41.1% from 47.8%.
By 2014, it’s projected to fall another 6.9 points to 34.2%. The large financial institutions have been pushing to get margins to 20%. They’re honing their advisory forces to be smaller in size yet more productive.
They’re also moving away from mid-tier and mass affluent clientele. Advisors serving those clients are leaving the wirehouses in droves.
At the same time, the RIA industry is providing plenty of competition for the high end markets the wirehouses are seeking to serve. Independent broker-dealer platforms have improved to a competitive level.
Cerulli expects wirehouses to continue to lose share in both upper and lower end markets.
Regional brokerages, dually registered advisors, and RIAs stand to be the primary beneficiaries of the attrition.
That said, wirehouses still are a commanding force in the industry and asset managers feel compelled to pay the increasing costs to be included on their platforms. But that could change as consolidation continues in the RIA channel and independent platforms improve.
Those RIAs adopting an authentic family office service offering still have an advantage and will grow even more competitive over time.
Questions?
How and why does the Advisor Products system work?
In today’s times, when consumers have become more demanding and tech-savvy, financial advisors must use content marketing to attract, inspire, engage, and convert their prospective customers.
A good content strategy is focused on developing and distributing consistent, valuable content to engage and retain prospective customers and target audience, via your website. Our content library provides financial advisors with fresh, high-quality financial content that is updated regularly, improving SEO along the way. And our automated e-newsletter and social media tools allow advisors to reach out to clients and prospects in an easy-to-use manner, providing frequent touch points for optimal brand building.
- Differentiate you from competitors
- Expose clients and prospects to your brand message more frequently
- Build an ongoing relationship with customers
- Increase your follows and fans on social media
- Drive more prospects to your website
- Help convert prospects into leads
- Increase number of pages indexed in Google
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What can I expect during the onboarding process?
What if I have questions after my website is built?
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See how easy it is to get started with our all-in-one digital marketing platform that drives leads, encourages referrals and increases client engagement.
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Advisor Products delivers high-quality, FINRA approved financial news articles and branded weekly financial videos published automatically to your financial advisor website. We also offer marketing tools like our easy-to-use financial blog, automated financial enewsletters, social media marketing tools to help financial advisors disseminate content quickly and easily.
Advisor Products delivers high-quality, FINRA approved financial news articles and branded weekly financial videos published automatically to your financial advisor website. We also offer marketing tools like our easy-to-use financial blog, automated financial enewsletters, social media marketing tools to help financial advisors disseminate content quickly and easily.
