Financial advisors who work in the insurance channel may not make most of their revenue from fees for handling clients assets under management, but a majority of them think that is where the most growth in their business is likely come from going forward.
And they’re willing to invest in technology, at least modestly, to help that happen.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access