In light of the “dis-economies of scale” at work in the large firms, we see a significant opportunity for boutique advisory firms serving NRCs.

Whether advisors like it or not, robo-advisors are behind the drive to improve advisor technology. Advisors need to embrace, not ignore, those improvements.

Every financial advisor should be striving to be exceptional in the eyes of their affluent clients and COIs.

Should an advisor continue to serve clients while running an OSJ, or choose a path? Our panel of experts weighs in.