TITLE

PROS AND CONS: INDEPENDENTLY OWNED

AUTHOR(S)
Pokrajac, Milana
PUB. DATE
March 2014
SOURCE
Money Management;3/27/2014, Vol. 28 Issue 9, p17
SOURCE TYPE
Trade Publication
DOC. TYPE
Article
ABSTRACT
The article highlights the advantages and disadvantages of an independently owned financial panning practice/counseling. One advantage cited among independent dealer groups is the provision of control to practices in terms of how the business is marketed and the way clients engage in a manner the staff has managed. One advantage identified among integrated advice groups is that they tend to pay more money for their services provided by non-aligned dealer groups.
ACCESSION #
95461136

 

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