Search posts by category

Dec 16, 2020

What changes are asset managers planning to make to wholesaler compensation?

Most asset managers recognize that their current compensation schemes are outdated.  Gross sales commissions do not adequately reflect the health of the business and are falling out of favor as the driving metric for sales success.  In addition, the past few months have seen a catalyst in advisor interest in—and even demand for—remote engagements with asset manager sales teams, which have highlighted that the metrics used to evaluate activity must also change.  Our recent survey shows 56% of asset managers are considering changes to their compensation structures and nearly every asset manager is rethinking how to measure sales success. 

Oct 11, 2018

What is the future of distribution for asset management organizations?

What is the future of distribution for asset management organizations? We posed this question to attendees of our 2018 Distribution Summit in New York. 

RSS

Theme picker