For many advisors, the pandemic will highlight the mismatch between the services they provide and their AUM-based compensation model, according to Aite Group.
In 2017, advisor Brandon Garrett came down with a bacterial infection that almost claimed his life. And as mortality is top of mind for many, it may help to hear from someone who has faced death, head-on, and lived to tell the tale.
The first five months of Adam Antoniades’ reign as CEO have been rough, but he believes the pandemic underscores the need for financial advice, and Cetera is doubling down on understanding individual advisor needs.
