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.
You lead a fast paced life and wealth content should match it, this is why we created WMTV. Your destination for Wealthmanagement.com coverage on investments, practice management, fintech and more.