Sentences with phrase «adviser at a big firm»

Or work with a big adviser at a big firm, including the bank - owned brokerages.

Not exact matches

Brent Beardsley, global head of wealth and asset management at Boston Consulting Group, says more wealth management firms with a wirehouse — or integrated broker — model are looking to increase revenues from advisers by automating advice: «If you look at the big wirehouses, you'll see the role of the adviser has changed now that portfolio management is increasingly being managed centrally.

This story is the result of a mystery shop exercise at Canadian financial firms (including Canada's big 5 banks) to see what kind of financial advice was being dished out by the firms» «financial advisers».

It's often easy to assume bigger means better, but that is not always the case with law firms; boutique practices specialise in just one legal field and as a result can often offer the same (if not better) advice on a more personal level at a typically lower hourly rate — Global Law Experts looks at the independent lawyers and law firms as well as the full service «big players» in the market to showcase an in - depth cross section of quality international advisers to suit a variety of needs and budgets.