天美传媒 Blog

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BLOGS. August 8, 2025

Balancing Access and Alignment for Financial Advisors

As the retail investment landscape continues to evolve, asset management sales teams are grappling with unprecedented complexity. Getting mutual funds, ETFs, separately managed accounts (SMAs) and private market products onto wealth management platforms is no longer just about performance and relationships. Gaining鈥攁nd maintaining鈥攁ccess now requires navigating a matrix of platform-specific rules, wrapper preferences, economics and advisor behavior.