In a rapidly consolidating industry, some registered investment advisers are finding and retaining clients in innovative ways and bypassing more traditional techniques.

Some, for example, are teaming up with larger partners, which gives them greater advantages and extra clout in attracting potential clients.

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

Don't have an account? Register for Free Unlimited Access