Traditional RIAs
topic on 1 show · 1 statements across 1 episodes
1 statements about Traditional RIAs, every show
Del Buono: Traditional Wealth Managers Are Trained Service Providers, Not Investors
“Most of these firms, the independent firms have spun out of banks and the banks themselves don't train people to be professional investors, right? These people are trained to be service providers. They're trained to be responsive. They're trained to be helpful…”