Early results are in for the second annual WP Advisors on Fund Providers Survey,
and not surprisingly shaving basis points off fees is a primary concern for both fund providers and advisors.
Preliminary data suggests fund providers have actually improved on fees.
The survey is open until August 28; it’s your chance to let us know how you feel they’re doing when it comes to meeting the needs of your business.
Whether we’re talking about overall service, fees, CRM2 preparedness or any of the 10 categories in the survey, it’s vital WP gather as much feedback on fund providers as possible.
What are your thoughts on fund providers? Positive or negative WP wants to know.
To take the survey click here