The mutual fund company OppenheimerFunds Inc. recently brought 75 sales managers at bank brokerages to the Big Apple for a weekend gathering.

Though many fund companies have sponsored such retreats for investment representatives and presidents of bank brokerages, most haven't targeted sales managers, who supervise investment representatives.

Limited Time Offer

Save $400 off your subscription. Special offer ends April 30, 2017.

14-Day Free Trial

No credit card required. Complete access to articles, breaking news and industry data.