91ÊÓƵ

BLOGS. November 19, 2020

Home Office Gaps are Asset Manager Opportunities

Broker-dealer home offices provide an array of valuable information and services to their advisors—including infrastructure, technology, wealth management tools and investment analysis. In fact, nine out of 10 advisors who chose a broker-dealer business model did so for the infrastructure. This need for a system that makes it easy to conduct business eclipsed every other factor by more than 30 percentage points.