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By Credo Consulting Releases

01 Jun: The Financial Planning Channel: End of Consolidation and Rise of the “Super Planner”

Manufacturers need to be aware of the three key factors that are changing the dynamics of distributing funds via the financial planning channel.

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By Credo Consulting Releases

01 Jun: Full-Service Broker Channel: Gatekeeper Insight on Winning the Product Battle

An interview with distributor gatekeepers provides insight on the key factors driving successful distribution of mutual funds in the full-service broker channel.

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By Credo Consulting Releases

01 Feb: Distribution in a Downturn: Controlling Costs and Making Difficult Decisions

This new study will provide Canadian firms with the essential information and relevant analysis to benchmark sales and marketing spending across every area of marketing, distribution and sales management and evaluate strategic decisions in the intermediary channel. Distribution in a Downturn How Manufacturers are Controlling Costs andamp; Making Difficult Decisions…

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Recent Posts

  • And here is how to go about getting your CE Credits for the 9th Annual ETF Conference:
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  • Bear market? What bear market?
  • New Bull? Performance overview to Dec 2, 2022

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