Advisors to Wholesalers: Get With the (Value-Add) Program

Advisors have concentrated more assets with their top partners, a consequence of growth in home-office models and other trends, Fuse Research Network wrote in its report. Across channels, products from advisors’ top three wholesaler relationships accounted for more than 40% of client assets; at independent broker-dealers the figure is higher, at 45%.

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Article Published on February 8, 2019