Economic and compliance pressures have put the onus on the asset management wholesaler to serve in an advisory capacity, rather than one focused on sales. Portfolio construction tools enable wholesalers to increase their relevance by supporting the wealth management advisor before the client sale. Tools focused on portfolio risk analytics, model management and ESG screening are in particular demand from advisors.

Join Will Trout, Director of Wealth Management at Javelin Strategy & Research as he discusses:
  1. How has the relationship between asset management wholesalers and advisors evolved, and how is it likely to develop going forward
  2. What are the primary pressures facing asset managers and wholesalers and how can they navigate these pressures
  3. What are the needs of advisors and how can wholesalers support them
  4. How can digital tools support alignment between wholesalers and advisors and where are the opportunities to capture valueWill

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