 My firm's business support was ultimately viewed as an expense that could be cut, and it was by many of our initial firms."Jeff Spears, founder and CEO, Sanctuary Wealth Services |
Lessons for RIAs and vendors from a platform providers' demise
Charles Paikert | Financial Planning, January 2017
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Summary: It’s not as easy as it looks. That applies to both breakaway brokers and the platform providers who service them — a fact most recently underscored by the demise of Sanctuary Wealth Services, which will go out of business at the end of March.
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