Wholesalers now have a new set of best practices. How many of these 13 wholesaler “worst practices” is your sales team guilty of?
What Best Practices Have Become Worst Practices?
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Cambridge: Industry consolidation to continue in 2018
“Targeted acquisitions of smart beta firms, of managers able to outperform their index, and of active managers sheltered from the shift to passive will remain of interest. Transactional activity in non‐ traditional asset classes such as infrastructure, real estate,...