Knowledge and Insight

More Brokers, Advisors Going Independent and taking Clients with them

Added on April 2011 in Join an RIA

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Summary: The Broker and Advisor Sentiment Index Survey by Fidelity reports that more brokers and financial advisors are looking to make more money and have more control over the type of clients they serve and the investments they recommend and they continued to flood the independent channel at a swift pace in 2010. Culture and community fit are important to them. Brokers and Advisors on average brought over 70% of their client assets when they did make a change. 

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