NEW YORK - Advisors rule the financial services industry for now -- but keep an eye on direct-channel self-serve distribution, Chip Roame said Tuesday at his firm's semiannual CEO Summit.
The advisor channel currently dominates as both the biggest and fastest-growing distribution channel in financial services, said Roame, managing partner of Tiburon Strategic Advisors, during his keynote presentation on "The Future of Wealth Management."
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