Private Asset Management | The pipeline to the affluent
July 30, 2010

Firms Shy Away From Formal Referral Programs  10/28/2009





Although most investment firms garner multiple client referrals via intermediaries, only few have formal organization-wide programs to manage the process, according to Prince & Associates research. Only 13% of MFOs, 11.8% of private banks, 11.5% of brokerages and 9.9% of investment firms have ...

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