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August 14, 2013

Tips for Hiring a Terrific Assistant
The wrong person can hurt your firm’s productivity and reputation.
Why You Should Ignore Your Firm’s Asset Minimum
“Poor" relatives today may be your biggest clients in a few years.
Mind Mapping Can Help You Justify Higher Fees
It also brings clarity about clients’ financial needs and obligations.
Financial Illiteracy Prevails, Even Among the Well-Off
An insurer’s survey shows that 40% of investors don’t know what an index fund does.
Video
Does Fund Managers’ “Consulting” Really Add Value?
Advisors agree to disagree on that one.  Video [ 1:06 ]   Transcript  

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