By The Numbers
Options for an Investment Practice
As partners in some firms are considering a union with
American Express or a similar companymerging accounting and
financial servicespartners in other firms are taking another road:
adding investor services themselves. A survey of 100 partners in small to
midsize firms compares the two trends: selling or starting a new niche.
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Source: Advisors Capital Investments, Inc., Woodstock, Connecticut.
