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.
 |
Source: Advisors Capital Investments, Inc., Woodstock, Connecticut.
