Institutional Asset Distributors reshaping Wholesaling Landscape.

January 08, 2019

Institutional Asset Distributors, LLC (IAD), a Chicago, Illinois based independent Wholesaler group that focuses on distributing financial products and services through financial intermediaries, announced additional new partnerships with Compass Securities, Universal Financial and Artificial Intelligence Marketing Group.

 

“We have been able to take advantage of the trend for many quality firms to outsource their distribution” stated Dan Murphy, CEO of IAD. “In addition, we have found highly seasoned veteran Wholesalers who enjoy their independence.”

 

“We knew some of the people that Dan had assembled, which played into our decision to partner” stated Scott Chaisson, CEO of Compass Securities. , a Braintree, Massachusetts based firm founded over 35 years ago. “What he has pulled together in a very short period of time has been very impressive.”

 

“Our unique way of obtaining highly qualified prospects for Advisors combined with Dan’s creative forward thinking on vendor distribution was a natural fit for us” stated Jim Latanski, Head of Artificial Intelligence Marketing Group. “We are excited about what the future holds for both our firms.”

 

Information in regards to Artificial Intelligence Marketing Group can be directed to Jim Latanski. (219) 333-0100.  Further information in regards to this press release can be obtained by contacting Laura Kovacic at (630) 914-5148.

 

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