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Summary: Many wirehouse advisors are “brainwashed” into thinking they won’t have access to sophisticated investment solutions if they start their own RIA. PFI Advisors’ latest white paper highlights how independent advisors can access alternative investments in the RIA channel. Featuring Artivest, CAIS, iCapital, PPB Capital Partners, and Republic Capital Group, our research addresses the top concerns advisors have when utilizing alternative investments in the RIA industry.
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Summary: Super RIAs dominate the industry to such an extent that they can drive changes in wholesaling and other third-party services, according to new research by Cerulli Associates. Even so, challenges caused by their very size undermine their superiority.
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Summary: This is often referred to as having a “Unique Selling Proposition”, or USP. While the concept has its detractors there is no doubt in my mind that in professional services those who position themselves better through clearly articulating why they are the right choice for certain consumers tend to do get a lot more business.
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Summary: What does HighTower Advisors' $100 million recapitalization deal with private equity firm Thomas H. Lee Partners mean for the financial advisory business?
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Summary:[Poadcast] In this episode, we pick Mark’s brain about what makes – and will make – advisors and their firms stand out to prospective clients. We dissect important concepts like niche and branding, the common challenges in defining these things. Mark tells us why creating a culture based on clearly defined values is one of the most important responsibilities of a firm’s principal and shares his own approach to doing just that.
