Private banks are staring down a two-pronged threat: an impending wave of advisor retirements and an exodus to independent channels. It's the technology that matters here.
FIQ Freedom empowers advisors thinking of breaking away to the freedom of a more entrepreneurial business model by supporting a comprehensive, turnkey platform tailored to their needs that enables them to transition to independence swiftly and confidently.
What's the difference between a platform that simply lets you evaluate and buy model portfolios and a full-fledged asset management system? Adhesion has put together an informative video that explains it all.
Nowhere in the restaurant would you find a sign asking for recommendations or be handed a business card stating “the biggest compliment you can give me is a referral to your friends.”
These so-called indexers want to have the benefits of active management while calling themselves indexers. It’s a “chicken-and-egg” kind of argument. Except, in this case, those of us who have been in the industry long enough recognize the repackaging of the original active management methodologies that came first.
