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It wasn't that long ago that independent advisors wanted to consolidate assets at a single custodian just for efficiency's sake. But that trend is reversing. Today, more than half (53 percent) of RIAs keep assets at more than one custodian, ac...
What if we told you it is possible to build a list of 65 year-olds, who live in your area, work at a local company, and you have a mutual acquaintance? Sounds too good to be true, right? Well, it’s entirely possible by leveraging LinkedIn’s ...
