See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
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Financial planning will continue to be an advisor-led process but Aite Group says firms are missing out on an opportunity to target other client segments.
As many advisors prepare to become free agents, they’re wondering what happened to the firm they expected to be their last and if it’s too soon to consider another.
The move is the latest in the commoditization of investing, pushing advisors to prove their worth and earn their fees in areas other than portfolio management.
