Filed Under:Annuities, Variable

ETF wholesalers could better service advisors

According to a report by Cogent

Only half of advisors report being satisfied with an external ETF wholesaler’s understanding of their book of business.
Only half of advisors report being satisfied with an external ETF wholesaler’s understanding of their book of business.

Compared to their peers who represent mutual fund or variable annuity (VA) products, ETF wholesalers receive significantly lower ratings from advisors for two critical satisfaction measures: demonstrating an understanding of an advisor’s business and recommending products that are well suited to an individual’s practice.

These and other findings are included in the annual Wholesaler Quality Index, a Cogent Reports study from Market Strategies International. The report is based on a survey among a nationally representative sample of more than 1,700 financial advisors in the U.S.

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Nichole Morford

Nichole Morford
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