 I think this is just another example of the maturation of the independent RIA space—that there’s just more and more models and people looking to grow and provide services out there.”Corey Kupfer, director of entrepreneur services, MarketCounsel. |
The Rise of the Mini-Aggregator
Diana Britton | wealthmanagement.com, November 2014
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Summary: When Constantine Hatzivassiliou was deciding to leave The Bank of New York Mellon, it took him about a year to figure out where to go. He wanted a firm that offered trust services, fiduciary-level advice and a more customized level of service to his clients. If Hatzivassiliou is any indication, some individual RIA firms are emerging as true competitors to the large aggregator firms.
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