For advisors, automation and multi-custodian relationships are keys to growth
Building client relationships, cost containment, and high interest-earning cash accounts a priority for most wealth firms, reveals survey.
Independent financial advisors view robust technology and multiple custodial relationships as crucial to their firm's growth, while business expansion is their primary challenge for 2024, according to a new survey by Interactive Brokers.
A strong majority of advisors in the 2024 Interactive Broke
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