Workshop 2: Wholesaling Present and Future— How Top Practitioners are Adapting to the Changing Advisor Landscape

Tuesday, May 2, 2017 -
8:00am to 8:50am

Session type:

Hosted by Frank Maselli, The Frank Maselli Company, Inc, this interactive session features two top practitioners who will share insights on how they and their firms are evolving their service models to better serve financial advisors.  What will wholesaling look like in 10 years?  How are changes in the regulatory and competitive landscape causing distribution organizations to adapt to advisor demands?  These topics, and more, promise to offer attendees a well-rounded and spirited discussion on the current state of wholesaling.