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Archives for September 2017

70% of RIAs Are Not Influenced by Wholesalers and 46.7% React Negatively to Interactions

That was the startling headline we recently read.

The statements were derived from a study done by AP Viewpoint: How Advisors Choose Actively Managed U.S. Equity Funds.

We encourage you to get the full 80 page report (link provided below), as our focus here is solely on the findings and accompanying quotes that the RIA study participants offered about ‘product representatives’ aka wholesalers.

[Read more…]

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