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October 22, 2014

Ex-Merrill FA Says “One” Drove Him Away
The 15-year veteran moved to RBC so his clients’ fees wouldn’t rise.
Carlyle to Woo HNW Retail Clients
The private-equity giant joins rivals in targeting brokerage relationships.
Target-Date Funds Stiff the Young: Arnott
The glidepath approach may depend on faulty assumptions about risk tolerance.
A More Collaborative Practice Need Not Break the Bank
Inexpensive and simple technologies can do the trick for most firms.