Convenience is quickly evolving into an essential element of any successful business. Advisors need to level up their digital experiences with clients to stay relevant.
The survey from Herbers & Company found that individuals with assets exceeding $1.2 million and benefiting from the services of an advisor displayed far more satisfaction than those that did not.
The deal for the New York City and Morristown, N.J.–based firm pushes CI Financial above $100 billion in U.S. wealth management assets and is its 28th U.S. deal since entering the market two years ago.
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