Many fund companies fail through their wholesaling process to provide the information financial advisers seek, said speakers at
Specifically, financial advisers would like information on advice and education that they can, in turn, share with investors.
If wholesalers had these tools available, they would improve their relationships with financial advisers, and in so doing, improve sales, said industry consulting Gary Sinderbrand, who gave the keynote speech, “The Art and Science of 21st Century Wholesaling.”
"Investment organizations continue to compete in a highly fragmented distribution landscape where product proliferation is increasing and where managers need to prove their value to advisers on an ongoing basis," said Paul Schaeffer, managing director of strategy and innovation at SEI.
