Who is best to deliver advice? Broker Dealers and Private Banking firms clearly own the client relationship. Asset managers clearly own the product. A battle has been brewing over who should be doing portfolio construction. More mixed asset...
Product Teams Waste Time Chasing Ghosts
We have a broker-dealer client who receives calls from Advisors every week asking to add a new product to the product shelf. (New Advisors are the most guilty.) As much as the product team would like to ignore...
Product research (or due diligence) departments have typically focused on Alternative Investments or Managed Money; however, with the Fiduciary Standard in now place for the transactional business, how are firms performing due diligence on insurance...
