ActiveAllocator’s core growth strategy capitalizes on several long-term industry trends that continue to be valid and strong. One of them being the trend of financial advisor migration to independence. The past decade has seen a secular shift in the preference of financial advisors to be independent of wirehouses who sponsor investment products, with attendant conflicts of interest. While gaining greater control over the advice they provide, independence also requires that advisors identify more efficient resources. This includes greater reliance on technology, not only for providing advice, but also for documenting the origin and disposition of such advice.
ActiveAllocator.com is a great resource for enabling this.