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Advisor Value & Fees
2019 Value of an Advisor Study
In our competitive industry many advisors are challenged with articulating their value proposition which leads to lower client satisfaction and retention. Clients are often evaluating their advisors based simply on investment returns. This study will examine the value clients receive from a relationship with an advisor.
Investing Ideas
Building Your Practice by Serving Foundations and Endowments
Nuveen provides a comprehensive look at foundations and endowments and how they can affect an advisor's business.