ensemble practices

Reprinted with permission from the April 2, 2019 issue of ThinkAdvisor. © 2019 ALM Media Properties, LLC. Further duplication without permission is prohibited. All rights reserved.

Let’s talk about the power of multi-advisor practices in the wealth management industry — also referred to as “ensemble practices,” based on the work of Philip Palaveev. You can chart the course and issues many practices encounter to a lesson learned from the legendary classic rock bands and artists of our time.