Survey of Financial Advisors Shows Many Are Missing Major Growth Opportunity: Billing on Held-Away Assets

BOSTON, Feb. 16 /PRNewswire/ -- ByAllAccounts, Inc., the leader in financial account aggregation for professional use, today released the results of the company's Q1 Advisor Survey.  The study found that financial advisors agree on the importance of providing advice on all their clients' assets: those under management, under supervision or monitored and held-away.  Nearly half (46 percent) of respondents are billing for this service by including held-away assets in their service fees.  The advisors who do include held-away assets in their billing are increasing their annual revenues, in some instances very significantly. To read more click here

Posted via email from Baysys Technology Blogs By SocialNetGate