Advisors In Search Of The Ideal Broker-DealerAdvisors In Search Of The Ideal Broker-Dealer
In many cases, advisors have to deal with a significant lack of continuity with their broker-dealers and the ongoing trend of mergers and acquisitions.
March 8, 2017
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As a result, advisors never know who their next corporate partner is going to be, and whether that partner will end up having a completely different set of objectives. While advisors can be independent with their clients, they are only really as independent as their BD will allow them to be.
For advisors who are considering a change there are several important issues to investigate. In this white paper, you will learn:
• Top frustrations felt by advisors today
• Anatomy of an ideal broker-dealer
• Ways that broker-dealers are evolving
Complete the form below to access this white paper.
