Filed Under:Your Practice, Practice Management

Cerulli: Direct Providers Pose Threat to Advisor-Based Distribution Models

Photo credit: David Castillo Dominici
Photo credit: David Castillo Dominici

Advisors significantly underestimate the number of the clients who maintain a direct relationship with an investment services provider, according to a new report.

Cerulli Associates, Boston, Mass., published this finding in a summary of results from a report, “The Cerulli Edge - Advisor Edition, 1Q 2012 issue.”

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Nichole Morford

Nichole Morford
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