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The fastest-growing advisors in 2012 are likely going to be those who can become more calculated and deliberate about the types of clients they do business with. According to a PriceMetrix report, “outperformers,” or those advisors from...
The bad news: despite mounting financial concerns, only one-half of small business owners use a wealth manager or financial advisor, according to a recently released survey by Securian Financial Group...
Driven by client demand, technology advances and increasing advisor interest, 2011 has been a banner year for account aggregation, but wealth managers are divided on how to price the service.
Otherwise known as consolidated reporting, account ag...
