Wholesalers’ ‘Holy Grail’? Getting in Tight With an Advisor

Advisors and home offices are becoming increasingly selective about which wholesalers they work with, a new report shows. Advisors say the top three firms they work with account for more than 44% of their overall assets, up from 40% in 2018, according to a new report from FUSE Research Network.

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Article published on August 30, 2023