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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RIAs, Discount Brokers Expected to Build Market Share

A survey by the Aite Group has concluded that registered investment advisors and discount brokers are likely to capture additional marketshare from wirehouses during the next four months. So reports InvestmentNews.

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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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Superstorm Sandy Reveals How Niche Marketing Can Help Advisors

FEMA - 40808 - PDA team in Arkansas

The aftermath of Super storm Sandy is illustrating how individuals and families with vacation homes need specialized financial planning and quality information on insurance and other matters. In doing so, the storm also highlighted how advisors have untapped opportunities among niche markets, including owners of vacation homes.

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