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WHOLESALERS: Morningstar's take plus how to market to RIAs - 4/5/10 |
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How Useful Are Wholesalers? (Morningstar.com)
How to Sell Investment Products to RIAs (kasina.com)
Two Boston Fund Firms Alter Wholesaler Comp (InvestmentWires.com) - Two mutual fund companies have reportedly implemented changes to wholesaler compensation in an effort to encourage diversification in the funds sold by wholesalers.
American Century Makes a DC I-O Sales Hire (Investment Wires.com)
Hartford Turns to Independent Channel to Boost Life Sales (Bank Investment Consultant) - Hartford Financial Services Co. plans to increase life insurance sales by focusing on developing its presence with independent financial advisors.
CapTrust Lures a Delaware Wholesaler (InvestmentWires.com) - The wholesaler has moved to the FA side of the fence.
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