Advisors should strive to improve client experiences in every interaction, taking them from good to better. Receiving 5% on a money market mutual fund is good, especially if clients are looking to maximize returns with safety of principal.
Our clients seek to do two seemingly incompatible things: they want to offer exceptionally high levels of personalization and tax optimization, but they want to protect their client-facing advisors from having to spend time rebalancing and trading portfolios.
Private banks are staring down a two-pronged threat: an impending wave of advisor retirements and an exodus to independent channels. It's the technology that matters here.
FIQ Freedom empowers advisors thinking of breaking away to the freedom of a more entrepreneurial business model by supporting a comprehensive, turnkey platform tailored to their needs that enables them to transition to independence swiftly and confidently.
What's the difference between a platform that simply lets you evaluate and buy model portfolios and a full-fledged asset management system? Adhesion has put together an informative video that explains it all.
Nowhere in the restaurant would you find a sign asking for recommendations or be handed a business card stating “the biggest compliment you can give me is a referral to your friends.”
