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Whitepaper: Independent Advice in a Homogenized World

In today’s complex global financial markets, clients need sound and prudent advice more than ever. While markets have always been challenging and perplexing, today’s markets operate at an unimaginable pace that can be very intimidating to investors. Equally complex has been the evolution of advice. The business of advice has become homogenized with all participants portraying themselves as unconflicted advisors. At every size, from large institutions to high net worth individuals to small investors, we find that clients are unaware of the nature of their relationship with their advisor. This paper endeavors to clarify...