• National Accounts leaders indicate that their teams spend over half their time on the wirehouse and IBD channels, which is a material increase from last year.
• National Accounts leaders had separately reported that they intend to increase attention on those two channels.
• In 2021, there was increased resources put toward Private Bank/Trust, TAMP, and RIA Aggregators compared to the prior year, but this effort seems to be curtailed a bit this year as National Accounts teams adjust coverage after assessing the opportunity.

National Accounts Team Time Allocation by Channel

Source: : FUSE National Accounts Surveys, 2021-2022