Today’s Wholesaler — An Asset, Guide & Consultant to Advisors

As the asset management industry continues to evolve, so do advisors’ expectations of the mutual fund wholesaler. With an emphasis on their fiduciary responsibilities to their client, financial advisors seek to provide the most value possible in a growing competitive landscape. While there are intricacies depending on your function as either a central office internal … Continued

How Mutual Fund Wholesalers Can Increase AUM Before, During & After Advisor Meetings

The role of a wholesaler has evolved with advisors no longer expecting a round of golf and a steak dinner. Instead, they want data-driven consultants who will bring value to their clients. To set yourself apart from the competition, you need to build a relationship with your prospects by first demonstrating that you are up-to-date … Continued

3 Ways Distribution Teams Collaborate & Win Assets with YCharts

Distribution teams have known for a long time, and well before covid-19, that more facetime with advisor-clients is key to success. While wholesalers are used to clearing hurdles to earn that facetime, work-from-home and virtual meetings are new and formidable challenges in their way. As advisors become increasingly hard to reach, distribution teams must become … Continued

YCharts Adds SMA Data to Enable Wholesalers

Separately Managed Accounts have been added to the YCharts platform, providing wholesalers with a centralized, researchable database of nearly 10,000 SMAs. Combining SMA data with YCharts’ existing research and communication tools, wholesalers can now leverage YCharts to discuss SMAs with their clients and prospects, in the same way they do for Mutual Funds, ETFs, Closed … Continued

End The Year with More AUM, Less Distributions

At the end of every calendar year, many mutual fund managers distribute capital gains to shareholders, delivering tax implications that are equally painful for advisors and their clients. As a wholesaler, you want to build long-lasting and mutually beneficial relationships with your advisor-partners. So how can wholesalers help limit distributions and their associated side effects? … Continued