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June 26, 2014

Is Monthly Billing the Key to Young Clients’ Hearts?
Maverick advisors use the retainer model to attract the next generation.
Robo-Advisors Can’t Stand a Bear Market
They’re a typical greed-phase innovation like others before them.
Clients Miss the Point on ETF Performance
Explain that stellar returns are less important than realistic investment goals.
Checklist for Making a Merger Announcement
It can take months to craft appropriate messages for all constituents.
Opinion
Yes, Indie Firms Are Vulnerable to Cyber Attacks
Take these steps now to fend off hackers.

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