Summary: According to a new research report from Practical Perspectives, the traditional wholesaler/advisor model that has been highly successful in mining and developing other distribution channels such as wirehouse or independent broker-dealers has shown to be less useful with registered investment advisors (RIAs).
 Robo-wholesaling is essentially a metaphor to describe the development of a digital-focused strategy that captures many of the positive characteristics of the traditional wholesaler and advisor relationship.”Rich Gauger, co-author of the report ,Practical Perspectives |
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