Cerulli Edge - Advisor Edition Topic: Pricing (2Q 2011)
Cerulli Associates, April 2011, Pages: 16
The Cerulli Edge™- Advisor Edition is a quarterly research publication written specifically for financial advisors built on expanding intermediary research engine. Each issue contains a thematic discussion of topics shaping the industry, including a range of market statistics drawn from ongoing interviews and surveys with thousands of financial advisors and industry executives across all intermediary channels.
In the Second Quarter 2011 issue of The Cerulli Edge®—Advisor Edition, analysts from Cerulli’s intermediary practice examine the roles of fees and pricing in advisor/client relationships.
This quarter’s Quantitative Insights presents Cerulli’s proprietary data on investors’ perceptions of advisor compensation and their satisfaction with the services provided.
Confusion Reigns
- Investors' Perception of Primary Provider Responsibility by Channel, 2010
Client Pricing: Reality Check
Legislation to align client expectations and advisor business practices
- Advisors by Revenue Source, 2003–2010
- Advisor Revenue Source by Channel, 2010
- Investor-Reported Fee Structure by Primary Provider Channel, 2010
- Advisor-Reported vs. Investor-Reported Fee Structure for Full-Service B/Ds, 2010
- Investors' Preferred Fee Structure by Investable Asset Range, 2010
Alternative Fee Structures: Don’t Rock the Boat
Advisor interest in alternative fee structures has slowed
- Advisor Compensation Trends, 2010 vs. 2013E
- Services Currently Provided, by Client Net Worth, 2010
- HNW Provider Approach Toward Retainer Fees, 2010
Quantitative Insights
Advisor Compensation
- Investor-Reported Fee Structure by Satisfaction with Primary Provider, 2010
- Investors' Preferred Fee Structure by Current Investor-Reported Fee Structure, 2010
Investor Value Perception
- Willingness to Pay for Advice by Investable Asset Range, 2010
- Investors’ Perceived Value of Advice by Investable Asset Range, 2010
Consumer Relationships
- Households' Trust of Financial Firms by Investable Asset Range, 2010
- Reason for Beginning Relationship with Primary Provider, for Recently Established Relationships, 2010
Managed Accounts
- Percentage of Client Assets Held in Managed Accounts by Channel, 2010
- Fee Advisors Would Charge for Specific Managed Account Balances, 2010
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