 These newer emerging models figured out ways to allow advisers to not only gain more independence, but also monetize their business to some."
Mindy Diamond, president, Diamond Consultants.
|
Billion-dollar teams inch into indie market
Mason Braswell | InvestmentNews, April 2014
Read the article online >
Summary: Independent firms are gaining traction among a key group of financial advisers who once shied away from the channel: the $1 billion teams. Although Morgan Stanley and Raymond James were two of the top firms in adding assets in the first quarter, the other three spots were filled by some relatively new players, according to moves tracked by InvestmentNews' Advisers on the Move database.
Be the first to comment on this Article
