Investment Trend Monitor

Views on Wholesalers

Advisors appreciate the value wholesalers provide to their practices, particularly through new product information and updates on existing products. But advisors want more help in other areas, including retirement planning and marketing. That was just one of the findings of a recent survey of more than 740 advisors about their views on wholesalers. The survey was part of a recent study by WealthManagement.com and FUSE Research Network.

Highlights