Developing Holistic Advisors Study Group Registration

Regulation Best Interest and competition from low-cost asset managers and digital advice platforms are challenging the commission-for-advice model and creating downward pressure on transaction commissions and fees for managing assets.

This complicates an already complex puzzle of how to appropriately meet a client’s investment needs while still making a living for the advisor and a profit for the firm.

We believe that the keys to success going forward are to build your firm’s wealth management offering on a financial planning platform, developing your investment sales force into holistic advisors.