Filed Under:Life Insurance, Life Practice Management

Three-quarters of advisors use managed money solutions

According to Cogent research

Virtually all bank advisors have at least a portion of their clients’ assets in managed solutions.
Virtually all bank advisors have at least a portion of their clients’ assets in managed solutions.

Currently, three out of four advisors use managed money solutions, and usage is even higher in the broker-dealer channels, according to a new report from Cogent Research.

The survey reveals that virtually all (96 percent) of bank advisors have at least a portion of their clients’ assets in managed solutions. This is in contrast to just four in ten (42 percent) of RIAs, who prefer to manage portfolio construction themselves.

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Nichole Morford

Nichole Morford
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