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Reputation Rather Than Fees Drives Most IRA-to-IRA Transfers
planadviser; registration may be required
Sept. 12, 2017
"16% of IRA owners switched to another firm because it was recommended by a friend or family member. This push was stronger among men (32%) than it was among women (24%).... 13% of IRA owners are about as likely to say that reputation and recommendations drew them to a specific IRA company as they are to say that they had an existing relationship with that company."
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