Wealth Professional’s third annual Advisors on Fund Providers survey

Wealth Professional’s third annual Advisors on Fund Providers survey

Wealth Professional’s third annual Advisors on Fund Providers survey Wealth Professional returns with its third annual Advisors on Fund Providers survey. The main development since our 2015 edition has been the roll-out of the third branch of CRM2. Now we are seeking your thoughts on how the fund providers you deal with on a day-to-day basis have adapted to the new regulatory environment.

That’s one issue affecting the advisor-provider relationship, but far from the only one. As such, WP would like to know which fund providers are the best to deal with from your perspective. While that could come in a variety of ways, fees are likely to dominate this particular discussion, especially in 2016 when the topic has never been far from the headlines. The results will be published as part of over cover story in the October edition of the magazine.

Please fill out our survey for Advisors on Fund Providers.