3 Low Cost Ways for IBDs to Drive Value to Advisors

January 14, 2020

At industry events these days, you frequently hear about how difficult it is for independent broker-dealers to put in place any major new initiatives that drive value for the financial advisors they serve until there is total clarity on what the regulatory landscape may look like in the years ahead…

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Financial advisors often hang their value proposition on a phenomenon that for the most part is outside their control: portfolio gains. The laws of probability tell us that markets go up over time, but when they do and by how much is unpredictable. The rules that...

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