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Bengaluru planners find novel solution for RIA modelBengaluru Financial Planners Round Table, Bangalore

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Key Take-Aways
  • It is best for advisors to react after regulation. A relationship model results in strong client relationships where both know that it is a mutual beneficial relationship.

  • With strong relationships, advisors will be able to adapt to changes in the market and regulatory landscape.

  • In a volatile market, it will be a challenge for advisors to get fees from clients. Advisors need to educate clients about fee structures and why they need to pay.

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