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Wholesaling and Intermediated Advice: Navigating a Post-Pandemic Industry

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In this special November episode of the MI Talk podcast, Jeff Duckworth, President of U.S Intermediary Distribution at John Hancock Investment Management, joins guest host Ashley Wood, Managing Director at ISS MI, to discuss current trends in advisor engagement, distribution structure, and wholesaler retention. Drawing on thirty years of experience in the asset management industry, Jeff shares key insights into how COVID has reshaped the way asset managers engage with advisors; navigating the continued evolution of distribution team structures; and much more.