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WealthManagement.com | Joshua Pace
There’s a common misconception that smaller RIA firms, those under $300 million in assets under management, are on a path to extinction. The general message is, if your small firm isn’t dead yet, it will be soon.
MMX Is an open-architecture program that enables RIAs to mix and match a variety of third-party money managers; advisors who use MMX are able to lower investment-management-related overhead while maintaining complete control over their client base.
If it is true that we never get a second chance to make a first impression, then advisers should take a hard look at their websites and consider how they are presenting themselves to prospective clients.
Financial Advisor | May 16, 2016 | Joshua Pace
For years, there’s been industry and media speculation as to whether smaller financial advisory firms can survive and how the future of financial services will ultimately be dominated by only the big players. The...