Reports

The Next Digital Divide

The Role of NextGen in Valuing Advisory Practices
June 30, 2019January 30th, 2021No Comments
In today’s competitive and rapidly evolving environment, the traditional valuation model that emphasized assets under management is not sustainable. Instead, buyers are paying more attention to the composition of the client base with the belief that younger investors have longer to amass wealth, consume financial services and become loyal customers.

Issued by Apex Clearing, June 2019

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