Saturday, May 9, 2015

One Billion Dollar Assets Under Management - Goal for Retirement Investment Adviser Firms



The principals of the firm need to reinvest the earnings in the firm to grow assets. But asset quality is important. Growth should not come at lower profits. If profits decrease, the firm may find it difficult to provide the services desired by the client.

http://www.financial-planning.com/blogs/1-billion-is-not-your-magic-number-2692820-1.html

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