Summary: One of the unique advantages of independent RIAs that many industry observers often overlook in their prognostications and predictions for the future, is that fundamentally, these are small businesses owned and operated by their founders, or their next generation of management.
 These firms provide a clear path with benefits for why firms need to focus on the next generation of advisor and client, have a thoughtful approach to manage overhead expenses and a ruthless focus on technology for both advisor productivity, but also for digitally enhancing the client experience.”Timothy Welsh, President and Founder, Nexus Strategy |
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