Published on The Center for Due Diligence (http://www.thecfdd.com)
Specialists, Generalists & Market Segments

Specialists, Generalists & Market Segments [1]
08/30/2011

While the new disclosure rules may impact generalists disproportionately, advisors who are reluctant to disclose compensation, the services provided and the fiduciary status of those services are in the wrong business. Indeed, advisors must not only define their value, they must be skilled at articulating that value. Not surprisingly, advisors with relationships, value added services and the ability to communicate their value have a huge advantage.

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Source URL: http://www.thecfdd.com/node/5926

Links:
[1] http://www.thecfdd.com/files/insights/Specialists, Generalists & Market Segments.pdf