Advisers increasingly leaning on fund managers amid pandemic

“There’s fewer in-person meetings with wholesalers happening right now and certainly you’re going to have Zoom and virtual meetings,” said Pat Newcomb, director of FUSE’s BenchMark Research. “But I think that advisers are leveraging and looking to manager websites and content that they’re putting out, whether that’s thought leadership pieces or practice management, even more so now.”

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Article published on July 22, 2020