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Dynasty: Why And How Clients Leave

The Dynasty Connect Survey lays bare the reality that, emotionally, breaking up with a financial advisor is hard for many investors to do, even though, legally, making that switch is straightforward and can often be facilitated by the new advisor.

TAMPs

Buckingham Strategic Partners: Charge What You're Worth

Despite a number of so-called existential threats from low-cost advice providers like robo-advisors, volatile markets and increased competition, the “price” of a typical wealth management service offering has remained at 1% for the first million dollars in assets managed.

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