RIAs struggle to keep up with ancillary services that clients want
Chad Druvenga of CBS Brokerage
An insurance brokerage CEO says RIAs' failure to adopt modern technology is causing them to fall behind.
Like many sectors of the wealth management space, RIAs face a number of headwinds and changes as they move forward in 2024.
Gone are the days when the talk of the town was fee compression. The “hot items” this year are ancillary services, says Chad Druvenga, CEO of CBS Brokerage, an independe
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