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