 There is a lot happening these days, and advisors want to be part of something and not get lost in the shuffle. This trend is accelerating, as smaller BDs are not able to keep up.”Eric Schwartz, CEO, Cambridge Investment Research |
The Future of OSJs: Does Size Matter?
Janet Levaux | Think Advisor, July 2016
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Summary: While AssetMark and Aite Group argue in a recent paper that large offices of supervisory jurisdiction face challenges and may not be as nimble and supportive of advisors as their smaller counterparts, industry veterans beg to differ.
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