SCOTTSDALE, Ariz. Anti-money laundering, the high standards of the rich, further automation and advancing the power of the Internet were some of the top-line issues at the
As the meeting opened Monday, a panel of four discussed attracting and servicing the affluent investor, including ideal sales force configurations.
Paul Fullerton, an analyst with
"Advisers can no longer build their books of business on transactions. So, they are moving more toward a relationship with their clients," which leads to " recurring revenue," Fullerton said.
