The most successful financial advisers take their time picking up new technology, focus on the “client experience” and de-emphasise back-office trades, according to a new study from Fidelity Investments [in the US].
Fidelity identified “high-performing” registered investment advisers (RIAs) – those in the top quartile for growth, profitability and productivity, regardless of size. The firm, which polled more than 500 RIAs last spring, pointed to a number of practices the most successful advisers held in common.
Source: Reuters
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