 A cottage industry has emerged to help advisors pry themselves free. Firms such as Dynasty Financial Partners, Focus Financial Partners, HighTower Advisors,Tru Independence can handle details that many brokers are clueless about." |
A How-To Guide For Opening Your Own Wealth Management Firm
Bloomberg News | Financial Advisor, August 2015
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Summary: Since 2007, only one segment of the wealth management industry has boosted its market share every year: independent advisory firms. They’ve more than doubled their assets in that time, overseeing about $2.7 trillion as of 2014.
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