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A new report from PriceMetrix found advisors grew revenue without relying on robust market performance by forging new client relationships and strengthening existing ones.
Americana Partners' advisors join Dynasty Financial from Morgan Stanley; it is the largest single team to join Dynasty and the largest breakaway of the year.
Fifty-five percent of investors consider themselves 'traditionalists,' while 45% identify as 'trailblazers,' according to a new survey by Edward Jones and Dow Jones Intelligence.