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With all the attention on the Department of Labor's Fiduciary Rule, read our take on why the industry should move towards a fiduciary standard for all advisors that give financial advice.
Many advisory firms with under $500MM in assets under management are competing against much larger firms with deeper in-house personnel, including investment teams, and broader, more sophisticated investment choices highly sought by UHNW investors. While there are platforms available to address these challenges, they can be expensive and/or still require an internal resource to manage. In the first part of a three part series, we summarize these challenges and the issues they present.