Canvass of broker-dealers reveals direct-at-fund pain points

December 19, 2019 | ARTICLE | BY KELLY LYNCH Advisors serving clients investing solely in mutual funds often prefer to do this business direct rather than through brokerage, despite the operational and regulatory inefficiencies inherent in doing so. The FundKeeper team

Canvass of broker-dealers reveals direct-at-fund pain points2020-07-31T08:30:06-07:00