Advisors Share Insight into the Coveted Top Three Wholesaler Relationships

November 15, 2021, Needham, MA – Wholesalers have one of the most important roles within asset management firms. Considering all the different positions within a firm that support and drive sales, wholesalers remain the primary (and sometimes the only) direct interface with advisors. But how can a wholesaler optimize their impact on an advisor? Based on the latest findings from FUSE Research Network’s Advisor Trend Monitor Series Report – Wholesalers: The Advisor View, published in conjunction with, advisors are most loyal to their top three wholesalers who provide consistently strong service, along with firms that are able to deliver solid investment performance.

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