Financial advisers need to provide more services than ever to satisfy their clients, said Nicholas Stuller, CEO of AdviceIQ. Stuller stopped by TheStreet to cap off National Financial Advisors Week. He said the skill sets of the modern financial adviser have broadened along with the resources that are available to them. Stuller added that advisers and clients need to work together to identify benchmarks and fees, especially when the percentage of customers paying per individual stock trade is declining. Finally, he discussed the benefits of traditional asset managers versus the independent registered representative.
Updated
- Log In
- Newsletters
-
Subscribe
Access insights and guidance from our Wall Street pros. Find the product that's right for you.
