To better understand the evolving dynamic between advisors and wholesalers, YCharts surveyed both groups to identify:
What do advisors look for in their wholesalers?
How can wholesalers make the biggest positive impact on an advisor’s business as a whole?
What can wholesalers do to create even more value for the advisors they work with?
Our analysis and findings aim to understand what advisors seek in their wholesaler relationships, measure what has changed since 2020, and also provide a benchmark that wholesalers can reference to excel in the asset management industry.