Advisors who said they don't have enough time with their clients spend an average 41% more time every month than peers on compliance, administrative and other “non-value-added” tasks, according to a new J.D. Power survey.
Don’t have a succession plan? This report validates their importance for financial security and client continuity, and offers solutions and practical suggestions for developing one.
In partnership with USCF, Teucrium, CNIC Funds, Caliber, Forum and AcreTrader
This webinar series will present the highlights of the research, discuss what advisors are looking for, and where they and their clients are headed with alternative investments.
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