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April 28, 2017
Wealth Firm Picks Activist Investor Fight
Michigan RIA says it owes it to its clients to go in swinging.
UBS and LPL’s Earnings Show Washington's Influence
LPL pushes fee-based accounts, betting on DOL rule implementation. UBS boosted by interest rate rise.
Trump’s Tax Proposal Could Be Boon for RIAs
Current proposal would cap taxes on retained earnings at 15%.
Treat Couples as Equal Partners
Treating both halves of couples as decision-makers builds not only trust but business too.
How Advisors Can Stay in the Game
Prospecting, following up, persisting and learning from mistakes key to success, according to consultant.
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|The Client - Finding and winning new clients||The Client - Client retention|
|The Client - ERISA plans/institutional management||The Client - Behavioral finance|