 For small and independent firms to maintain growth that outstrips the marketplace, they must continuously leverage their major advantage over much larger, less nimble competitors, making the most of the detailed client information at their fingertips so they can take a more tailored and personalized approach."John Easton, director of product management, Maximizer Services. |
What small advisory firms need to do to take their businesses to the next level
John Easton | InvestmentNews, August 2015
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Summary: The wealth management market is thriving, as older baby boomers are retiring and the 50-something late boomers are hitting the last big earning years of their careers — all at a time when younger investors are grappling with the difficulties of a very slow-growing economy. It all means there is ample need for financial advice.
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