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Q: Sizing invested assets that switch investment advice providers... ( No Answer,   0 Comments )
Question  
Subject: Sizing invested assets that switch investment advice providers...
Category: Miscellaneous
Asked by: trippbaird-ga
List Price: $150.00		 Posted: 26 Aug 2004 15:30 PDT
Expires: 25 Sep 2004 15:30 PDT
Question ID: 393122 
In terms of US households, what is the size of assets that are moved
between different investment advice providers in a given year? I am
focused on the part of the investment market that has less than $2M in
investable assets...

Another way to ask this might be: what are the assets in play for an
advice provider in a given year? (new assets available + assets
switching providers)
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