Which Wholesalers Do FAs Turn To?

In “Wholesalers: The Advisor View”, the latest report in FUSE Research Network’s Advisor Trend Monitor Series, the Fuse folks founds that 59 percent of advisors pointed to fund investment performance as being “very impactful” in driving loyalty to their top three ongoing wholesaler relationships, and another 33 percent called it “somewhat impactful.” “The percentage of assets in investment offerings from advisor’s top three wholesalers has been steadily increasing and is projected to continue on that trajectory over the next several years,” states Pat Newcomb, director of advisor research at FUSE.

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Article published on November 16, 2021