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Access here alternative investment news about Top Advisors Talk About Their Firms—and Their Clients - Barron's
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Top Advisors Talk About Their Firms—and Their Clients - Barron's

by barrons.com posted 2days ago 12 views
This copy is for your personal, non-commercial use only. To order presentation-ready copies for distribution to your colleagues, clients or customers visit http://www.djreprints.com. The furious pace of growth at the top independent advisory firms is transforming the way they serve their clients. In the interviews that follow, top RIA executives detail how their firms are evolving and what the changes mean for clients. Barron’s: Beacon Pointe has acquired 11 other firms over the past seven years. Is getting bigger helpful for clients? Our Northern California office, for example, specializes in concentrated [stock] positions.