Despite the challenges of the last 10 years, independent financial advisory firms are reporting that they’ve managed to stay on a growth trajectory — thanks in large part to how they treat their clients.
That’s according to Schwab’s 2016 RIA Benchmarking Study, which looked at numerous factors contributing to registered investment advisors’ growth, strength, and resilience.
Client relationships emerged as a vital part of the picture, even as technology and human capital push operational efficiency.
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