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Today, more financial advisors than ever are realizing that technology is an important tool to increase client satisfaction and profitability...
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.