Are clients the new Breakaways?
Are they disenchanted with the wirehouses and moving their assets to the RIA’s?
Halah Touryalai researched and reported on client asset flows from the major wirehouses in the March issue of Registered Rep. Read and draw your own conclusions, but look carefully at the “Money and Advisors In Motion” chart at the end of the article:
If you are a financial advisor looking to grow your business, or if you are thinking of retirement and want to sell your practice, Cambridge Investment Research is launching a succession planning venture, under the name Continuity Partners Group, for 23 advisory firms in the Fairfield, Iowa broker-dealer network.
Read more on New Venture in Succession and Continuity Planning For Advisors…
Subscribe to our blog and stay up-to-date with breaking news in the financial services industry.
Copyright © 2010 · Willis Consulting · Sitemap · Privacy Policy