As many advisors prepare to become free agents, they’re wondering what happened to the firm they expected to be their “last”—and if it’s too soon to consider another.
Pivoting For New Sources of Growth, examines whether Facebook, Apple, Amazon, Netflix or Google (FAANG) can conquer financial advice — and how wealthy advisors are reconsidering their alternative investments. Share your views on portfolio construction to download this $3,500 report - FREE
The move is the latest in the commoditization of investing, pushing advisors to prove their worth, and earn their fees, in areas other than portfolio management
