Wealth Advisers Set Up Shop With a Shared Back Office by LANDON THOMAS Jr.
By LANDON THOMAS Jr.
Online technology lets independent advisers pose a direct threat to the old model of huddling with brokers in paneled offices in big brokerage houses.
Published: July 15, 2017 at 05:00PM
from NYT Business Day https://www.nytimes.com/2017/07/16/business/dealbook/josh-brown-ritholtz-wealth-management.html?partner=IFTTT