B/D PolygamyB/D Polygamy
Why have just one broker/dealer relationship when you can have three or four? Only one-third of affluent investors work with a single b/d, while 35 percent of investors are now working with two b/ds, and another 35 percent have relationships with three or more b/ds, according to a survey by Massachusetts-based marketing firm, Cogent Research. That said, as wealth accumulates so does an investor's
July 1, 2007
Christina Mucciolo
Why have just one broker/dealer relationship when you can have three or four? Only one-third of affluent investors work with a single b/d, while 35 percent of investors are now working with two b/ds, and another 35 percent have relationships with three or more b/ds, according to a survey by Massachusetts-based marketing firm, Cogent Research. That said, as wealth accumulates so does an investor's loyalty to a single firm, the study's findings show.
