The Rise of the Multi-Channel Firm: Why “Either/Or” is a Thing of the Past
AI SummaryAI-generated — verify against the source.This article highlights a significant shift in the financial advisory industry, moving away from traditional 'either/or' firm structures. It suggests that firms are now offering greater optionality and flexibility to advisors, allowing them to adapt their practice models without needing to switch firms. This trend empowers advisors with more choices in how they operate and serve clients.
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