Lessons From Leaders #8: The Death of a Wholesaler: How to Avoid Irrelevance

Will emerging technologies, passive investing and fee compression kill the wholesaler? What does the future of asset management sales look like? Our guests are David Ristau and Jeff Baker from HiddenLevers, the premier portfolio stress testing platform for financial advisors. Download the Death of a Wholesaler PDF here. About David Ristau, Director of Business Development: Past ventures included an Options SMA + research company, automated back office tools for the RIA, and now a risk + big data analytics company for financial professionals. About Jeff Baker: Jeff assists the HiddenLevers team in sales and business development. Prior to working at HiddenLevers, Jeff held investment analyst positions with UBS and Raymond James.