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10 Growth Trends in Wealth Management Today: Broadridge

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The $27.4 trillion retail distribution market for financial services in the U.S. attracted some $900 billion in net new assets last year, according to an analysis by the American Insights Team at Broadridge, published in the fourth quarter 2021 issue of Radar U.S., the firm’s analysis of the U.S. markets.

The analysis showed that most of the growth occurred in the first half; COVID-19 fears and supply chain disruptions made for a more volatile second half.

Fourth quarter flows fell for the third consecutive three-month period to $110 billion. Bond inflows continued to surpass equities, but by a smaller margin than in the third quarter.

See the gallery for 10 highlights and trends that emerged from the Broadridge team’s fourth quarter analysis.

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