 We heard each other on the phone talking to clients, since we were across the hall from each other, and we started to realize we had the same vision of financial planning."Lynn Ballou, Ballou Plum Wealth Advisors. |
More Solo Advisors Are Joining Forces
Joan Warner, Miriam Rozen | Financial Advisor IQ, February 2014
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Summary: Flying solo in the financial-advice business has never been a cakewalk, and mounting compliance costs are making it even tougher. According to Cerulli Associates, the number of sole practitioners has shrunk over the past five years, especially among independent broker-dealers, where multi-advisor practices are up 55%.
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