Fee-Based Financial Advisor Profiles: Learning Best Practices by Profiling Leading Firms
Recently Released!!! Date Published: May 2012
Comprehensive Power Point Deck: 5,864 Slides Summary Power Point Deck: 42 Slides
The purpose of this research is to provide readers with an initial understanding of the fee-based financial advisors (RIAs) market, the fastest growing financial services market & distribution channel. The goes to painstaking efforts to define this market, which is often improperly defined and measured by others. A parallel published by Tiburon, called A Comprehensive Overview of the Product Usage, Business Models, & Best Practices of Fee-Based Financial Advisors, provides extensive bottom up analysis of the specific actions of fee-based financial advisors. This provides a top down view of the market. Some fee-based financial advisors are dually registered, hanging a brokerage license at a friendly independent broker/dealer; those fee-based financial advisors are referred to as hybrid advisors in this and are likewise addressed in Tiburon’s independent reps research.
This research supports two conclusions:
Five Best Practices Define Leading Financial Advisor Firms
Fee-Based Financial Advisors & Independent Broker/Dealer Reps Best Positioned for Success
Please click on the Table of Contents icon below to see more details of this research.
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