This report shows an industry view of the intermediate market. It breaks down the broad opportunity available to aid distribution and marketing leaders when thinking about resource and coverage decisions–decisions that are critical to the long-term success of their organizations. While the report provides high-level views of geographies, products, and broker-dealers, it also highlights the importance of using data in decision making.
- 2/3 of gross sales occur in just 50 U.S. metropolitan areas, but not in direct proportion to their populations.
- Top metro area: Los Angeles MSA
- Top broker-dealer: Merrill Lynch
- Top product category: Ultrashort bond
Research is based on analysis of 24 months of SS&C WalletShare™ transaction data from over 130,000 advisors offices and 15,000 distributors.
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