Their financial success reduces the burden of financing, and the scale of their operational infrastructure makes it easier to service additional clients."
Kenton Shirk, associate director, Cerulli Associates. |
Try one month free with this coupon: ria_match_promo
Summary: Mega advisor teams with $500 million or more in assets under management control 42% of advisory marketshare, and are best poised to attract high-net-worth clients, according to a new report by Cerulli Associates.
Their financial success reduces the burden of financing, and the scale of their operational infrastructure makes it easier to service additional clients."
Kenton Shirk, associate director, Cerulli Associates. |
Your session has expired!
To continue, please log in again.
Your session is about to expire!
You will be logged off in seconds.
Do you want to continue your session?