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In order to focus more on her clients and less on the hassles of being a business owner, Michele Clark joined Acropolis Investment Management, an independent RIA with nearly $1.1 billion in assets under management.
Conventional wisdom says that 'Old Guard' financial advisors from established Wall Street firms like UBS, Morgan Stanley, Merrill Lynch and Wells Fargo are doomed when it comes to the great wealth transfer soon to fall to the millennial generation.