How to Leverage Wholesaler Relationships

Not all wholesalers are a good match for all advisors. Many, of course, can offer strong performing products, but not all wholesalers can offer expertise, specific products, and value-added services that are appropriate for every advisors.

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More Advisors Expected to Embrace Emerging Markets

A recent Cogent Research study shows that nearly half of advisors expect to increase their allocations to emerging markets funds. So reports LifeHealthPro.

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Hybrid Advisors Quickest Growing Industry Segment

The number of hybrid advisors, or those that are both registered as investment advisors with the Securities and Exchange Commission and as brokers with FINRA, is growing at a faster rate than the overall industry, reports InvestmentNews.

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Top 10 Things Fund Firms Won't Acknowledge

Low cost is a better predictor of future performance than past performance and there are more mutual funds than individual stocks listed on major U.S. exchanges.

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