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WHOLESALER GROUP SIZE & COMPENSATION: MUTUAL FUNDS

Methodology [ Overview ] [ Table of Contents ] [ More Information ]

Summary: The information is assembled and organized from extensive field and telephone interviews; utilized for both collection and validation of data. Report output is aggregated to protect confidentiality of the data, directly or indirectly.

In order to make valid peer comparisons, this report divides Mutual Fund Distributors into three peer groups — Large, Medium and Small Sales Groups. Companies are categorized based upon Total Size of the Wholesaler Sales Force.

KEY DEFINITIONS:

Large Sales Group: Those companies for which the total mutual fund external wholesaler sales group exceeds 59.

Medium Sales Group: Those companies for which the total mutual fund external wholesaler sales group is 36 to 59.

Small Sales Group: Those companies for which the total mutual fund external wholesaler sales group is 35 or less.

Note: The makeup of the Sales Groups remains constant throughout the report.

Single-Channel: Sales Group sells to single distribution channel audience (e.g., Banks or Planners/Independents, but not both).

Multi-Channel: Sales Group sells to multiple distribution channel audiences (e.g., Banks and Planners/Independents, but not Banks only).

Please call 719/634-7041 for more information and/or to order this report.

 

COMPENSATION SURVEYS & REPORTS

Sales Compensation Survey & Analysis
2016-2017 Annual

Wholesaler Group Size & Compensation:
Mutual Funds | Annuities

Defined Contribution (401k, 403b & 457 Plans) Retirement Sales Compensation Survey:
Small to Midsize Plan Markets
Large Plan Markets

Cost of Distribution:
Mutual Funds | Annuities

Analysis of Sales Force:
Mutual Funds | Annuities