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Between “brain drain” and the tendency of younger wealth managers to jump from shop to shop, it’s clear our industry is facing some formidable human capital challenges.
Charles Schwab adds 12 new commission-free ETFs, fintech is a concern of corporate executives and AARP launches an online tool to help clients interview advisors.
Staying with clients through times “good or bad, happy or sad,” means choosing to talk to them now, when markets are doing well, rather than waiting until you have to, after the inevitable downturn.