WHOLESALER GROUP SIZE &
COMPENSATION: MUTUAL FUNDS

Overview [Table of Contents] [Methodology]
[Universe of Companies] [Executive Summary]

This most timely survey analyzes sales compensation for the mutual fund wholesaler position relative to size of the sales group and by financial intermediary distribution channels. Wholesaler Group Size & Compensation: Mutual Funds will enable you to evaluate current wholesaler compensation data to help position your company most effectively in the marketplace.

Fund Companies must contend with increased competition, financial markets volatilty and pressure to reduce costs. This may have dramatic consequences for wholesaler compensation.

Table of Contents

INTRODUCTION

GENERAL CONCLUSIONS
200 Summary
210 Banks
220 Consultants
230 Insurance
240 Planners/Independents
250 Wire Houses
260 Performance Profile: Total Cash, Base and Incentive Compensation

SINGLE-CHANNEL CONCLUSIONS
300 Summary
310 Banks
320 Consultants
330 Insurance
340 Planners/Independents
350 Wire Houses
360 Performance Profile: Total Cash, Base and Incentive Compensation

MULTI-CHANNEL CONCLUSIONS
400 Summary
410 Banks
420 Consultants
430 Insurance
440 Planners/Independents
450 Wire Houses
460 Performance Profile: Total Cash, Base and Incentive Compensation

BENCHMARKS
500 Summary
510 Sales Group Size: Large, Medium and Small