The role of the wholesaler is evolving as advisors seek less frequent, and more strategic interactions, according to Meredith Lloyd Rice, vice president at Market Strategies International.
Cogent Beat Advisor, a Cogent Reports portal from Market Strategies International, examines advisor satisfaction with specific aspects of the wholesaler interaction including the top driver of purchase intent: "business-building ideas and support to my practice."
Cogent Beat Advisor recently announced which fund companies earned the strongest satisfaction with business-building support among advisors managing at least $25 million in assets in the fourth quarter of 2017.
