So interesting just to be a fly on the wall and read these comments (I was not the one who asked the question).
Note, while the question was asked regarding mutual fund wholesalers, it has universal application (mostly).
Don’t shoot the messenger! 🙂
Archives for September 2023
Five Important Wholesaler Takeaways From The 2023 Cerulli Distribution Study
Our friends at Cerulli have just released their report U.S. Intermediary Distribution 2023 Seeking Differentiation Through Digital Engagement.
This comprehensive 174 page report delves into a ton of data that distribution leaders and decision makers will find extraordinarily useful.
And our wholesaler readers should find the following of keen interest:
