Advisor Trend Monitor: Advisor Perception of Wholesaler Value

Continuing its series of online surveys, just completed its 2013 Wholesalers Perception Survey. This survey targeted advisers, planners and other personnel at distribution firms for their views on the effectiveness of the wholesalers that call on them.

This is a topic of vital interest to mutual fund companies that are seeking a better understanding of the most effi cient, compelling and cost effective approaches to reach this target audience. If survey size is any indication, advisers were enthusiastic about voicing their opinions since there were 782 respondents across distributors. We expect that advisers also will value the results of this survey. Given the methodology employed in our analysis, advisers will be able to contrast their views about effective wholesaling with their peers.

To learn more about the series click here. Freemium Content

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