The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:Wholesaling Still Influences Decisions Not Rated 5.0 Email Routing List Email & Route  Print Print
Wednesday, September 20, 2023

Wholesaling Still Influences Decisions

Reported by Neil Anderson, Managing Editor

The reports of fund wholesaling's death are greatly exaggerated, according to the folks at a consulting ally to asset managers.

Thomas "Neil" Bathon
Fuse Research Network
Founder, Partner
Yesterday, Craig Kilgallen, director of relationship development at Fuse Research Network, highlighted new Fuse research findings on the continuing impact of wholesalers. The Fuse team shared results from the Boston-based firm's latest Wholesaler Effectiveness survey.

"The death of wholesaling has been foretold erroneously over and over based on ever-evolving reasons. Today it's AI, data, and technology that will provide the final push," the Fuse team writes. "Yet ... wholesaling still influences decisions, with advisors rating wholesaler interactions as the third most important consideration in making product decisions." (Fuse's note doesn't mention what the top two considerations are: perhaps performance and fees?)

When it comes to the top three wholesalers FAs work with on an ongoing basis, the Fuse team found that the top factor driving those ongoing relationships is "investment performance," which 95 percent of FAs describes as "highly impactful" or "somewhat impactful" (while only five percent call that "not impactful"). Other top factors include strong wholesaler investment knowledge (cited by 91 percent of FAs as somewhat or highly impactful) and having a long-term friendship or relationship with the wholesaler (cited by 84 percent). On the flip side, 50 percent of FAs said that wholesalers industry credentials are "not impactful" to such relationships. 

Stay ahead of the news ... Sign up for our email alerts now

 Do You Recommend This Story?

Return to Top
 News Archives
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Add to My Yahoo!
follow us in feedly

©All rights reserved to InvestmentWires, Inc. 1997-2023
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use