Additional Broadridge resources:
View our Contact Us page for additional information.
One of our sales representatives will email you about your submission.
Welcome back, {firstName lastName}.
Not {firstName}? Clear the form.
Want to speak with a sales representative?
Your sales rep submission has been received. One of our sales representatives will contact you soon.
Our representatives and specialists are ready with the solutions you need to advance your business.
Want to speak with a sales representative?
Table Heading | |
---|---|
+1 800 353 0103 | North America |
+442075513000 | EMEA |
+65 6438 1144 | APAC |
Your sales rep submission has been received. One of our sales representatives will contact you soon.
Want to speak with a sales representative?
Table Heading | |
---|---|
+1 800 353 0103 | North America |
+442075513000 | EMEA |
+65 6438 1144 | APAC |
Nos représentants et nos spécialistes sont prêts à vous apporter les solutions dont vous avez besoin pour faire progresser votre entreprise.
Vous voulez parler à un représentant commercial?
Table Heading | |
---|---|
+1 800 353 0103 | Amérique du Nord |
+1 905 470 2000 | Canada Markham |
+1 416 350 0999 | Canada Toronto |
Votre soumission a été reçue. Nous communiquerons avec vous sous peu.
Vous souhaitez parler à un commercial ?
Table Heading | |
---|---|
+1 800 353 0103 | Amérique du Nord |
+1 905 470 2000 | Canada Markham |
+1 416 350 0999 | Canada Toronto |
The IBD/Regional channel, as tracked by Broadridge, comprise 125,00+ FAs across a diverse set of independent and regional brokerages offering a range of affiliation options. The IBD/Regional channel sits between the powerful wirehouses and entrepreneurial RIAs, although blurring payout and support models are making classification more difficult and, in many ways, less relevant. In response, asset managers are repurposing field forces and placing a greater emphasis on business intelligence and the economics of using data analytics to find and retain the right advisors.
According to our proprietary database, there are more than 1,000 The IBD/Regional firms. Although fragmented, there exists a core group of 30 broker-dealers that account for 70 percent of FAs and serve as an efficient delivery network for asset managers, the largest of which are Edward Jones (16,100), LPL Financial (13,500) and Ameriprise (8,600).
The IBD/Regional channel currently accounts for 55 percent of the $4.4 trillion AUM managed in the retail broker-dealer marketplace, a share that has held steady since 2015. Cash flow has been similarly flat over the same period, though ahead of net outflows experienced by wirehouses.