by Civicom Web | May 25, 2020 | Blog
The twin knockout blows of the Coronavirus and the resulting stock market meltdown have made business as usual nearly impossible for sales teams at asset management firms. Most advisory firms were already curtailing visits from wholesalers even before COVID-19 hit our...
by Civicom Web | May 21, 2020 | Blog
Technology is and will only continue to become more prevalent in asset management and insurance product distribution, which is why we’ve brought our team together to nail down five trends we expect to see within wholesaling in 2019. Robust Investment in a Digital...
