How exactly RIAs can leverage the new transparency as a marketing tool
Fee-only advisors will reap the benefits of fuller disclosure and here are some ways to highlight your competitive advantage
John King
I hope & believe you’re wrong about “10% of the 700,000 licensed, registered advisors and representatives in the U.S. meet most of these criteria.” I’ve been in the biz 37 years and in my experience about 10% DON’t qualify and the vast majority are honest practioners of our peculiar art.
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BrightScope, Inc.
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