TAILIEUCHUNG - Practice Made Perfect 10

Practice Made Perfect 10 is the ideal opportunity to spend quality time with the best financial-advisory business consultants in the country. You get tips, tools, and worksheets to ensure that you can manage your practice to become the business success you want it to be. This book will be your new best friend—guaranteed | 68 Practice Made Perfect A good example of this migration is the system in place at American Express Financial Advisors in Minneapolis which offers three affiliation platforms that mirror typical industry models Platform i is indeed completely controlled and advisers who choose this model become employees of the firm Platform II is for statutory employees who are then responsible for their own business expenses and Platform III is for independent contractors who no longer operate under the American Express name but who use an affiliated firm as their broker-dealer. Raymond James Financial in St. Petersburg Florida is another example of a once-traditional broker-dealer that now crosses all four of the possible platforms with its Adviser Select initiative. In this instance the mix is slightly different offering relationships with its full-service brokerage firm its independent broker- dealer and a totally independent institutional-services platform. In the early 1990s discount broker Charles Schwab Co. in San Francisco changed the broker-dealer model with its then-revolutionary institutional-services division. Many advisers discarded their broker-dealer affiliations in some cases relinquishing their securities licenses and set up custodial relationships with Schwab Institutional. Companies such as Fidelity Registered Investment Adviser Group in Boston . Waterhouse Institutional in New York and DataLynx in Denver have also become significant players in this market offering their advisers total independence in product selection business affairs and client relationships along with 100 percent of the revenues those relationships generate. Certain turnkey providers of asset-management services such as SEI Investments BAM Advisor Services LLC and the Frank Russell Co. have also in some respects supplemented the broker- dealer relationship. A more recent evolution has been the creation of independent trust companies which a number of fee-based advisers are looking to use

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