Industry Perspectives

Albridge has extensive experience working with leading financial organizations supporting diverse business models.

Combining our perspectives on technology trends, compliance issues and practice management developments we have collaborated with industry experts to deliver thought leadership and industry studies to help you navigate critical business issues.

• National Broker-Dealer Distribution Highlights - Third Quarter 2012

  By: Scott Anderson, Vice President, Research and Analysis, Albridge Analytics, a division of Albridge, a BNY Mellon Company
  4/11/2013 - National broker-dealer research report highlights third quarter 2012 trends related to mutual funds, ETFs, separately managed accounts, fee-based mutual fund wrap programs, Rep-as-Advisor programs, Rep-as-Portfolio Manager programs and more.

• National Broker-Dealer Distribution Highlights - Second Quarter 2012

  By: Scott Anderson, Vice President, Research and Analysis, Albridge Analytics, a division of Albridge, a BNY Mellon Company
  4/10/2013 - National broker-dealer research report covers second quarter 2012 trends related to mutual funds, exchange traded funds (ETFs), separately managed accounts (SMAs), fee-based mutual fund wrap programs, Rep-as-Advisor programs, Rep-as-Portfolio Manager and more.

• National Broker-Dealer Distribution Highlights - Fourth Quarter 2012

  By: Scott Anderson, Vice President, Research and Analysis, Albridge Analytics, a division of Albridge, a BNY Mellon Company
  4/12/2013 - National broker-dealer research report highlights fourth quarter 2012 trends related to mutual fund advisory programs, Rep-as-Portfolio Manager programs, ETFs and more.

• Transforming Sales and Reporting With Analytics

  By: Steve Truong, Director, Albridge Analytics, a division of Albridge, a BNY Mellon company
  4/24/2012 - Excerpts from a recent roundtable discussion of senior executives from investment management firms and the Money Management Institute on ways to develop and distribute managed solutions.

• First Quarter 2012 National Broker-Dealer Distribution Highlights

  By: Scott Anderson, Vice President, Research and Analysis, Albridge Analytics, a division of Albridge, a BNY Mellon Company
  5/31/2012 - Research report highlighting first quarter 2012 national broker-dealer trends, including exchange-traded funds performance, rise of fee-based mutual fund wrap programs versus commission-based programs and the growth of Rep-as-Portfolio Manager programs.

• National Broker-Dealer Distribution Highlights - Fourth Quarter 2011

  By: Scott Anderson, Vice President, Research and Analysis, Albridge Analytics, a division of Albridge, a BNY Mellon Company
  3/5/2012 - Research report highlighting fourth quarter 2011 platform-type sales trends for mutual fund wraps, mutual fund retail and separately managed accounts (SMA); mutual fund asset classes and investment styles; SMA asset classes and investment styles; and exchange-traded funds.