Registered Rep.’s Top 50 Advisors: Get Institutionalized
It has long been the case that the heaviest hitters rely mostly on high-net-worth retail clients for their outsized success. But now many advisors are finding what they seek one more link up the food chain—in the lower reaches of the institutional segment. To make this jump an advisor has to be highly skilled in picking managers.
Profiles and fact sheets of independent broker/dealers and registered investment advisories (RIAs), an outsourcing guide, listings of compliance/regulatory consultants, securities lawyers, recruiters, back-office technology offerings and asset management platform providers.
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