 To truly learn about business success, analysts need to dig way deeper than crude asset numbers.”Rudy Adolf, founder and chief executive, Focus Financial . |
Asset Gap: Just How Big Is Focus Financial?
Charles Paikert | Financial Planning, January 2015
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Summary: When a firm in the advisory business refers to assets, it’s widely presumed they mean AUM. Indeed, the SEC has a strict definition of assets under management, which advisory firms must report on their Form ADV.
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