March 2014
Money Management;3/27/2014, Vol. 28 Issue 9, p16
Trade Publication
The article outlines the advantages and disadvantages of a vertically integrated advising/counseling. Noted is one advantage such as resources as financial advisors have the resources needed to ensure proper service to their clients/business partners. One advantage is that skepticism remains from consumers seeing financial advisers coming from a large financial services institution in relation to the Storm Financial and Commonwealth Financial Planning scandals in 2008/2009.


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