Cerulli Associates Research

Broker Dealers, Custodians, and Asset Managers Need to Adapt as Advisor Teaming Gains Speed

Date:

Broker Dealers, Custodians, and Asset Managers Need to Adapt as Advisor Teaming Gains Speed

Author: Fórmate a Fondo

  1. For advisors, a successful merger can generate substantial growth and productivity enhancements.
  2. The advisory industry is increasingly shifting away from an individual producer mindset to that of a multi-advisor team.