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Think clients care about your investing chops, or that they love to meet you at your office? Here, two industry consultants take the hammer of truth to ten persistent financial fairy tales.
Advisors, beware of vendors offering “soft” practice management services that are meant to help your business more than your clients. The SEC is watching.
In the current environment, this could be the right move for b/d executives seeking to restore growth, strengthen advisor productivity, and deal more efficiently with regulatory and operating responsibilities, says Jim Nagengast of Securities...