What advisers should know to stay competitive

02/17/2013 | Financial Advisor online

Financial advisers should watch several trends if they are to stay competitive, according to a study by Pershing called Advisor of the Future II: Building a Business to Last. These trends include tech advances that give consumers the impression they can manage their own finances, a lack of new talent entering the industry and a proliferation of new regulations. In the last case, advisers need to go beyond the regulatory minimum in their service offerings, the study says.

View Full Article in:

Financial Advisor online

Published in Brief: