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Remember when your firm believed that pursuing a ‘best of breed’ approach was in the best interest of your home office operations and your advisors? That strategy may have served you well for a time- and maybe it still does. ... Read More
Rep as PM is currently the most well-known yet heavily scrutinized program on the market. However, it manages to continue to draw in assets with no sign of slowing down. A recent article written by wealthmanagement.com cites,... Read More
Investment advisory program inflows soared last year and 2018 is proving to be no different. Unscathed by the turbulent markets of Q1, Cerulli Associates reported assets in managed account programs increased by 1.4% in the f... Read More