Six Roles of Internal Wholesalers

by MaryAnne Doggett

Interactive Communications recently published a white paper, "Essential Definitions: The Six Roles of Internal Wholesalers", which defined and discussed the roles that internal wholesalers play in distribution organizations.

In conjunction with this white paper, we also conducted a survey that asked participants to rank how internal wholesalers at their firms currently spend their time and how they would want them to spend their time in an ideal world, then identify the obstacles that stand between real and the ideal.

Respondants from over 50 asset management firms representing a broad range of positions, assets under management, and internal wholesaling team sizes participated in the survey. Click here for the overall survey results and Interactive Communications' observations.