After superior fund performance, advisers look for breadth of product knowledge and business-building support, according to a new study by Cogent Research, Adviser Touchpoints 2010, released Tuesday.
“For many years, we have seen that after investment performance, wholesaler support is a critical driver of mutual fund provider loyalty,” said Christy White, a principal at Cogent. “This year, our research went deeper into the wholesaler touchpoint to understand which elements of this interaction are most important to advisers.”
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