Quality, unbiased research can be costly and most RIAs don’t have the budget to tap all the research they need to make informed investment decisions.
Studies show that teams can be more effective in running an advisory business than sole proprietors. That's why half of all firms have this structure.
Never mind the bear market blues. Aggressive consolidators are growing fast as weaker rivals falter and the allure of independence fades.
Capacity is now the only constraint with HNW families aware of their mortality and terrified of tax liability. The window is closing to pick your partners.