5 Ways Advisor Partners Can Balance Product Choice, Due Diligence

Posted on July 30, 2019

The onus is on firms to best coordinate the need for choice with processes that ensure that only the most appropriate solutions make it onto their shelves.

Independent advisors look to their firms to empower their success. This includes everything from providing practice management expertise, to marketing support, to the most modern technology tools, along with a host of other invaluable services. Many, however, would likely say that no consideration is more important than having a reliable menu of investment products.

Read the ThinkAdvisor article.

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