Alvi Abuaf, who was recently promoted to partner and leader of Capco’s North America Wealth and Investment Management Group, has a pretty good idea of what financial advisors at the major brokerage firms want, as well as their high-net-worth clients.
Simply, they want to retain clients, especially after the market downturn has encouraged advisors — and their accounts — to leave large companies in favor of independent or smaller institutions promising more transparency and improved services.
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