How advisor expectations of fund wholesalers have changed over the past few years and how wholesalers have adapted.
Over the past few years we’ve seen the fund wholesaler role transition from a sales-focused to a more consultative approach. But now market uncertainty and pandemic pressures are accelerating the need for all wholesalers to redefine their role. Join Equisoft and Refinitiv experts as they discuss the roadmap for the future of the wholesaler role.
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Head of Sales, Wealth, Americas, Refinitiv
Vice President, Wealth Management Solutions, Equisoft
Senior Vice President, Director of Institutional Division, RNC Genter Capital Management
Join Equisoft and Refinitiv experts as they discuss the roadmap for the future of the wholesaler role.
Today’s distributors and broker/dealers face significant remote work, market volatility and operational challenges. Join us to learn how you can position yourself for growth coming out of the crisis.
Join our round table discussion with top North American executives from NAILBA, CAILBA and CLIEDIS to find out how distributors are moving past crisis mode and successfully navigating unprecedented change.
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