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October 17, 2014
Headcount and Production Both Rise at Merrill
The firm seems to have turned its attrition problem around.
Risk Tolerance Is a Moving Target
Clients rarely have a consistent attitude toward potential losses.
Elite Advisors Weigh In on Money-Manager Support
Which fund companies lead in commentary, website layout and “value add”?
What to Do When Clients Give You “the Look”
If they seem lost, invite them to call you between meetings.
Your Firm Isn’t Worth What You Think: Report
New research claims RIAs are vastly overpricing valuations.
|The Client - Finding and winning new clients||The Client - Client retention|
|The Client - ERISA plans/institutional management||The Client - Behavioral finance|