Super-Ensembles: The Firms Who Are Shaping the Future of the Industry

Super-Ensembles: The Firms Who Are Shaping the Future of the Industry

An elite group of 250 super-ensemble firms are quickly setting new standards for the industry. What impact will these formidable competitors have on your business?

An elite group of 250 "super-ensemble firms"—those with over $1 billion in assets under management—are quickly setting new standards for the industry. They are now in a position to take their pick of top talent, plum clients and prestigious referral sources.

What impact will these formidable competitors have on your business? How did they grow so large? What can you learn from their success? A new report from Pershing, Super-Ensembles: The Firms Who Are Shaping the Future of the Industry, uses case studies and quantitative research to uncover the secrets of their impressive growth. The report explores:

  • Why super-ensembles are winning the consolidation war
  • How to choose your firm’s path to growth: organic, merger, strategic partnership or aggressive marketing
  • When to add staff to increase productivity—and when to stop
  • How a “firm-first” culture encourages healthy risk-taking
  • The critical role of dedicated professional management
  • Meeting the succession challenge
Additional Media
Super Ensembles

Audience: Advisors, Investment Managers, Registered Investment Advisors, Wealth Managers