Independent financial advisors have clearly defined goals for 2011—they want to gather more clients, mainly through marketing, and they want to improve technology and efficiency in their practices.
What they don’t seem to agree on, according to a recent study from Curian Capital, is whether the recession is over or not. In a study released today, the Denver-based registered investment advisory firm found an almost even split among advisors who believe that the recession is effectively over (42%) and those who do not (46%).
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