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How Funds Gauge Wholesalers’ Performance in a Changing …
Distribution consultant Mary Anne Doggett suggests that sales managers revamp their firms’ compensation systems to encourage balanced selling and more accurately gauge the performance of wholesalers.
Internals Struggle With Career Path Issues, Pay Cuts
Internal wholesalers are facing career path issues and lower compensation at numerous firms, according to Ignites survey respondents.
Hybrids Offer More Bang for Distribution Buck: Report
A recently published Cerulli Associates report suggests that hybrid wholesalers average half the production of field wholesalers at 40% of the cost.
Firms Leveraging Hybrids to Expand Reach: Survey
As the hybrid model continues to gain traction across the industry, shops are changing how they dispatch, train and compensate this sales staff, according to a new report from kasina.
Finra Tackles Social Media, Clarifies Third-Party Posts
01/27/10
The Financial Industry Regulatory Authority’s guidance for firms on using social media websites clarifies that firms don’t have to pre-approve customers’ posts to their websites.
