Maintaining Earnings Momentum in the Wealth Management Business (IIAC Blog)

October 18, 2018 by

Ian Russell

There is an undercurrent of change happening in the wealth management business, driven by stiff competition, fee compression, regulatory obligations, evolving investor needs and preferences, and applications of new technologies. Industry operating costs have escalated and margins have been squeezed. Further, there is no end in sight to rising costs.

How do wealth-focused investment dealers position themselves for a new phase of growth and profitability?

Read my latest Letter from the President.



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