Most fund firms say wholesalers have won new adviser relationships during pandemic

“One important point is that only 16% of managers think they’ve been ‘very successful’ which might explain the difference in viewpoints. In addition, at many managers the success of building new relationships with advisors can vary significantly from wholesaler to wholesaler,” Patrick Newcomb, director of benchmark research at FUSE, said. 

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Article was published on October 16, 2020.