While the trend toward AUM has been growing for the past decade, there appears to be a perfect storm triggering demand. The current market conditions have investors clamoring for active participation in the stock market. Meanwhile, regulatory changes seemingly favor the business model where conflicts of interest can be reduced or eliminated.
This puts financial professionals in a position to introduce investment advisory services or grow their current AUM. This guide will share 30-years of insights, tools, and best practices for growing and managing AUM whether you’re just getting started or have been doing it for many years.
Contents
- Setting yourself up for success.
- Understanding TAMPs.
- Legal stuff.
- A different kind of growth.
- Your questions answered.
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