The firm joins the ranks of others, including Pinnacle Advisor Group, that are catering to smaller advisors who are underserved by larger firms.
Estimated reading time: 0 minutes, 18 seconds
Service Providers Targeting Smaller RIAs
SureVest Wealth Management is creating a platform with investment compliance, technology, client relationship assistance and technology for advisors that have only $15 million to $50 million in asset under management. So reports Financial Planning.
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