- Home office research teams currently influence 26% of advisor assets, with modest growth to 28% expected in two years.
- Their impact is strongest among wirehouse advisors (44%), where it is projected to hold steady.
- Advisors with larger books increasingly prioritize noninvestment activities, with those with $500M+ in AUM and the most established advisors ($1B+) showing openness to home office and third-party input in manager selection and asset allocation.
