FAs Lean More On Their Go-To Fund Firms

An estimated 44 percent of financial advisors’ current assets are with their top three wholesaler relationships, according to survey data in FUSE Research Network’s recent Wholesalers: The Advisor View report. That’s up over the last five years, as in 2018 an estimated 40 percent of the average FA’s assets were with their top three asset manager allies.

For the complete article, click here.

Article published on August 17, 2023