Why Brokers’ Transition AUM Fees May Trigger A Boom For Independent Advisors
There are a lot of surveys and studies in the financial world both about advisors and their businesses, and investors and their preferences and tendencies. I was recently confronted with these two divergent possibilities as I read Janet Levaux’s March 16 ThinkAdvisor story, “Commission Clients Don’t Favor Switch to Fees: J.D. Power.” Here’s how Michael Foy,…
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