- Over the next year, National Accounts teams plan to expand coverage in four channels: IBD (37%), RIA aggregators (35%), private banks (26%), and TAMPs (25%).
- The IBD channel, led by growing firms like LPL and Edward Jones with expanding product categories, will see the largest boost.
- Ongoing M&A activity and strengthening home office influence at firms like Mariner Wealth and HUB International are driving greater focus on RIA aggregators.
