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How Investment Management Services Are Helping Financial Advisors Differentiate

Credit Union Times

Differentiation is becoming a difficult task for financial advisors, who are working under increased competition to secure new business. This challenge is occurring at a time when asset retention is a challenge — at both the front and tail ends of the advisor-client relationship. Investment advice has largely been commoditized and advisors can no longer stand out by promising to deliver superior investment returns.

Read more: Credit Union Times