For financial advisors, teaming comes with advantages: Cerulli study

In the wealth management industry, several cooks in the kitchen might actually improve the broth.

Wealth management heavyweight Osaic engaged research firm Cerulli Associates to expand its expertise in the "untapped area" of teaming, according to Dimple Shah, head of corporate strategy at Osaic. Cerulli talked to a broad sample of over 20 advising teams in the first quarter of 2024 and analyzed over 2,000 responses to its annual advisor research collaborative survey as part of the study.

Continue reading the article on Financial Planning, or read the white paper on Osaic.com.

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