Nearly 58% of asset management firms are using hybrid wholesalers as they increase in scale and opportunity, according to a new study from the New York research firm kasina.

kasina’s new report, Excellence in Distribution: Hybrid Wholesaling examines hybrid use in the industry and defines three optimal implementation models. The report includes benchmarking data and best practices for managing and mentoring hybrid wholesalers, optimizing sales teams and territories, and compensation and incentives.

Subscribe Now

Access to premium content including in-depth coverage of mutual funds, hedge funds, 401(K)s, 529 plans, and more.

3-Week Free Trial

Insight and analysis into the management, marketing, operations and technology of the asset management industry.