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Facilitating Wealth Management

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If the number of advisors practicing wealth management is growing, so is the number of companies looking to help them practice it successfully. With that in mind, Investment Advisor surveyed service providers about which wealth management services they have available to advisors.

All but two of the 59 responding firms indicated that they had a specific wealth management platform for advisors. Almost half said they do not levy a separate charge for these services.

The top 10 wealth management offerings are listed below:

Asset Allocation – 90%

Asset Management – 88%

Separate Accounts – 88%

Portfolio Performance Reporting – 83%

Retirement Planning – 81%

Financial Planning – 81%

Marketing Support – 75%

Trust Services – 71%

Cash Management – 66%

Estate Planning – 64%


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