As the financial services landscape rapidly shifts and
sophisticated clients demand more, many Investment Professionals have chosen to
expand their business into a fee based model through a Registered Investment
Advisor (RIA). Through J.W. Cole’s corporate RIA you will have access to state-of-the-art
fee based investment solutions and a robust advisory platform.Whether you’re just starting to introduce fee
based products into your practice or you are an advisor veteran, J.W. Cole’s
expansive and non-biased suite of fee based products is perfectly suited to
nurturing a successful fee based practice.
Today’s investor is more educated,
has a greater understanding of the financial markets and demands consistent
innovation in product design, services and advice offerings, and payment
structures.This demand has systemically
created a unique environment for the growth of prepared fee-based financial
services practices.With that, J.W. Cole
is at the fore-front of products, technology, solutions and education to its
Advisors.
The demand for managed accounts is
expected to top $3.4 trillion by 2011, as 75 million baby boomers reach
retirement age.What do these investors
want most from Advisors?Trusted
unbiased advice and customized financial services and products that will allow
them to meet their financial objectives.J.W. Cole has forged partnerships and created platforms designed to equip
our Advisors with the tools, knowledge and flexibility to successfully compete
for and earn this business.
It Comes Down to Choice
There are many ways to build a successful advisory business. Our
role is to help you decide how you want
to position your practice—and to provide the infrastructure to help you
realize your goals. With a wealth of fee-based programs available through J.W. Cole,
it’s easy to create a solution to meet every investor’s needs. According to
your personal preferences and style, you can build your fee-based business and
serve your clients with a range of solutions including:
Whether you consider yourself to be an asset manager, asset
gatherer or financial planner, J.W. Cole is committed to providing your
practice with customized products and solutions designed specifically to
accelerate your fee based financial services practice.
