While outfits like HighTower Advisors and Dynasty Financial make headlines pursuing big-money advisers, others are targeting smaller “lifestyle” practices that want to stay independent but need resources, guidance and business support, Financial Planning reports. They include Phoenix-based Surevest Private Wealth, which offers a revenue-sharing partnership deal to advisers with between $15 million and $50 million in assets under management. Another firm, Pinnacle Advisor Solutions, is working with some…
Surevest Advisor Partnership
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