BLOGS. May 20, 2026
Is Prescriptive Selling Having Its Moment?
Some good news for asset managers is that the pool of sales in the intermediary market is growing. From our WalletShare consortia, we can see that gross sales have been increasing year-over-year for the last couple of years in both mutual funds and separately managed accounts (SMAs). Further positive insight is that our survey data, conducted in association with Horsesmouth, shows that advisors still place tremendous value on in-person relationships.
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