By outsourcing costly and time-intensive processes, advisory firms have been able to re-devote their attention to the valuable services they’ve been hired to provide for their clients.
As distrust in many government and media institutions continues to erode, businesses have an opportunity to step in and provide transparency, leadership and reliable information or solutions.
Gitterman Wealth Management co-founder Jeffrey Gitterman on how his firm focuses on sustainable investing, making sense of ESG data and where he sees opportunities for advisors to grow.
Independent broker/dealers are expanding their affiliation models, with many following advisors into the fee-only RIA space—does it signal the end of the IBD as we know it?