
15 Trends Shaping the Advisory Industry
by Lee Conrad, Mason Braswell, Charles Paikert, Paula Vasan and Teck Lim

1. Financial Advisor Channels Dominate

2. Financial Advisor Models Multiplying

3. Independent Advisors Taking Share (Slowly)

4. Wirehouse Broker Productivity Remains Impressive

5. Breakaway Broker Trend Motoring Along (Slowly)

6. Custodians Continue to Impress (Including Second-Tier Players)

7. Scale Models Emerging

8. Target Market Models Succeeding

9. Independent Broker-Dealers Repositioning

10. Discount Brokers Turn to New Revenue Models

11. Financial Advisor and Self-Serve Channels Emerging as Places for Private Equity Bets
The self-serve channel is a wild card, Roame said, and a huge potential revolution in the works.

12. Fee-Accounts Flow Shifting

13. Digital Marketing Critical

14. Womens Issues Garner Attention (Finally)
