Hopefully many of the names on this list are new to you. If we are right, you’ll become more familiar with them over the next few years. Each bear watching in that they are at the forefront of trends and changes that will touch every advisor in the coming years.
The contradictions and competing priorities that come with the "professionalization" of the independent wealth management space underscored most of the conversations at the recent MarketCounsel Summit.
CIM Group Principal Emily Vande Krol discusses the firm’s tactics for making inroads with RIAs and financial advisors and why it’s targeting the wealth channel.
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