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

agluckagluck  
 
 
0.0 (0)
Write Review


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. 

 

This Website Is For Financial Professionals Only


User reviews

There are no user reviews for this listing.
Already have an account? or Create an account