Retail Brokerage and Distribution Report Q3 2023—Identifying Trends in Net New Assets

Examining the Impact of Net New Assets (NNA) Across Channels

This issue of the Retail Brokerage and Distribution Report provides an in-depth look at our Net New Asset data across various distribution channels, including the full-service brokerage, financial advisor, online-discount brokerage and branch advice channels.

IE’s analysis has uncovered several unique trends in each facet of our NNA data and the report reviews the impact net new assets have had on asset growth, seasonality, and the differences between the big six and the independents over the past 3 years.