This Type of Segmentation Is Fast Becoming the Norm For Fundsters

50 percent of asset managers say that at least 61 percent of their wholesalers’ meetings (in-person and virtual) with FAs are driven by data and analytics, up from 31 percent of asset managers in 2024, per a recent survey conducted by the folks at FUSE Research Network and the Sales and Marketing Enablement Forum (SME Forum).

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Article published on April 16, 2025