White Papers


January 2015  
Finding The Right Partner
Whether you’re a financial advisor changing firms or an RIA seeking a new custodian, you’re in good company. According to a recent study, one in four advisors is considering leaving their firm.1 Yet, it takes more than being in good company to select the right partner for your needs.

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1 Market Strategies International, Cogent ReportsTM: Advisor Channel Migration Trends 2013