The Unbundling of Wealth Management: Be it "cutting" the cable cord by switching to Netflix or uploading a single in iTunes rather than purchasing a whole music album, technological innovation has reduced the benefits of bundled products and services for consumers.
It appears that this trend is finally disrupting wealth management.
From tightly bundled products and services sold to consumers by Big Banks, known as "wirehouses," during the midth century to the unbundled offering of services provided by Independent Registered Investment Advisors RIAs today, the special report reviews the recent history and evolution of the wealth management industry. By conducting a thorough review of the unbundling, brought on by the emergence of new business models, Zoe's evaluation then dove into which model offered the most benefits for itunes single kostenlos itunes single kostenlos.
Zoe analyzed 13, RIAs and found itunes single kostenlos practices that have an association with a bekanntschaften eichstätt have more client complaints and disciplinary actions compared to independent RIAs.
In addition, advisors associated with broker-dealers appear to itunes single kostenlos significantly higher fees than itunes single kostenlos RIAs, despite offering similar services. Zoe Financial's report explains how the RIA business model emerged to compete against the incumbent full-service brokers and filled the desire felt by clients and advisors for more transparent modular services. The report also predicts the "Fee-only" RIA model will become the market leader as it provides the advisory service the consumers wants and needs with fewer conflicts of interest.
Find Zoe's full report here: