CashEdge Survey Reveals Opportunities Exist for Advisors To Generate New Fee Income Using Aggregation Technology


It makes sense that aggregation apps would jump on this point, since getting paid on held-away assets can easily justify paying the cost of their apps.

 

CashEdge's second annual financial advisor survey shows many advisors are giving advice away for free about held-away assets.

 

One interesting highlight: 95% of the 351 advisors surveyed for this poll say that have been proactively asked by clients for advice on self-directed retirement accounts in the past year. 

 

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