Fuse Blog

National Accounts Dedicating More Effort on Largest Advisor Channels

  • 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

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Source: : FUSE National Accounts Surveys, 2021-2022