Intermediaries
The intermediaries research topic covers the key intermediary entities that facilitate the exchange of financial products and services between end-investors and managers. Elements covered include competitive and fee sharing dynamics between and amongst the various intermediaries, sales and distribution, in addition to client acquisition and relationship management.
Examples of these intermediaries include commercial banks (most commonly as retail distribution agents), private banks, brokerages, independent financial advisors (IFAs), alternative distribution platforms, and online service providers.
Commercial & Private Banks:
Bank Distribution: The Unstable and the Unwilling
June 2011
Bank Distribution: Foreign Banks Join the Fray
June 2011
Distribution Dynamics: Delivery Costs Extra
April 2011
Analog Alternatives: Seizing the Online High Ground
May 2010
In Search of Zhou Schmo: The Changing Face of Distribution
April 2010
Distribution Dynamics: Breaking the Bank
December 2009
A New Distribution Model: CSRC To Standardize Distribution Fees
November 2009
Bank Distribution: Cracks in the United Front
October 2009
Accessing Retail Demand: Improving but also increasingly selective
August 2009
Preemptive Differentiation: Innovation in DEDT Savings Plans
May 2009
Direct Channel Access: Little Advantage, Entirely Overrated
May 2009
How to Sell an Equity Fund in 2009: Marketing that Works
April 2009
FMC Direct Channel:
Ice Station Zebra: The Strategic Rep Office
December 2010
Independent Financial Advisors (IFA):
Building a Channel: China's Emerging Third-Party Online Payment
February 2011
The Corner Stand: Development of IFA Distribution
December 2010
*All documents are historical and for reference only, and therefore should be not used by firms to formulate contemporary strategy.