High-growth firms are focused less on profits and referrals, and more on technology training, incentivizing client-facing employees and diversifying their businesses, according to Dimensional Fund Advisors' RIA benchmarking study.
Advisors will see a 45% lower transaction charge for some funds.
Kansas-based Driven Wealth Strategies cited technology and services as two of the driving factors in its decision to move.
Forget golf and cigar bars. These advisors are getting creative in how they connect with female clients and prospects.
