One Year In: 12 Ways Covid-19 Has Shaped the Fund Industry

In response, firms quickly accelerated plans to use technology for virtual engagement offering tutorials on Zoom and Webex for sales teams and advisors. Despite the training, only 29% of advisors said in the fall that their digital and online interactions with wholesalers were “very effective,” according to Fuse Research Network. 

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Article published on March 11, 2021.