brokerage business
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jun 18, 2018 by Brian Portnoy · across every show →
Everything said about brokerage business, oldest first
Jun 18, 2018 neutral
Portnoy: Wealth management shifted from brokerage to financial plans only recently
“It wasn't that long ago that the advice business was really a brokerage business. It was selling stocks and bonds and funds for a nice fee. It's only over the last five, 10, 15 years that the bulk of the wealth management industry has bought into this idea tha…”