Looking at the range of services received by clients in all advisory channels, traditional wirehouses take the lead in catering to high-end client needs, according to recent data.
At wirehouses, 90% of clients received estate planning services in the third quarter of 2014, according to new research from Cerulli Associates. That compares to 83% of regional broker-dealer clients, 76% of bank clients, 80% of independent B-D clients and only 66% of RIA clients.
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