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Are You Working as Your Clients' Investment Cost Manager?
Rich White on FreeERISA.com
Apr. 16, 2003
Excerpt: In this article, I'd like to explain why it is in your best interests, as well as your clients', to become their investment cost manager. Two mighty trends are occurring in your business. First, the world of professional financial advice is gradually shifting from a transaction/commission model to a fee-based model. Secondly, as a result of a deep bear market, a dramatic compression has affected investors' return expectations and risk appetites.
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