B/D Polygamy

Why have just one broker/dealer relationship when you can have three or four? Only one-third of affluent investors work with a single b/d, while 35 percent of investors are now working with two b/ds, and another 35 percent have relationships with three or more b/ds, according to a survey by Massachusetts-based marketing firm, Cogent Research. That said, as wealth accumulates so does an investor's

Why have just one broker/dealer relationship when you can have three or four? Only one-third of affluent investors work with a single b/d, while 35 percent of investors are now working with two b/ds, and another 35 percent have relationships with three or more b/ds, according to a survey by Massachusetts-based marketing firm, Cogent Research. That said, as wealth accumulates so does an investor's loyalty to a single firm, the study's findings show.

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