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Oct 30, 2018

Will emerging technologies, passive investing and fee compression kill the wholesaler?

What does the future of asset management sales look like?

Our guests are David Ristau and Jeff Baker from HiddenLevers, the premier portfolio stress testing platform for financial advisors.

Download the Death of a Wholesaler PDF...

Oct 9, 2018

In this episode, sponsored by Wholesaler Masterminds® Schedulers, we interview: Kevin McGarry, National Sales Manager, Nationwide Mutual Funds.

Kevin McGarry is Vice President of National Sales for Nationwide Mutual Funds and leads the distribution and sales efforts for the Nationwide Funds Group. Kevin has more than...