The $10 Billion Library – National Trends By Allocation Type

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National Trends By Allocation Type

 

No allocation type proved to be universally better than the others, as each demonstrated different strengths and tradeoffs in client acquisition, profitability, and growth. FIA-heavy firms benefited from existing-client business, Mid-Range firms delivered the strongest overall production and ROI, and AUM-heavy firms excelled in referrals and long-term ROI despite lower new-business volume.