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A client’s attitude toward money is often rooted in early life experiences, and heavily influences how they approach risk, investments and wealth planning.
Advisors need to stop trying to target millennials as a whole, Focus partner MW Lomax acquires Westwood Group and Merrill hires an advisor away from BTG Pactual.
Since October, when the Dept. of Labor flagged concern over conflicts of interest in advisor compensation, wirehouse recruitment deals have suffered. Are the days of 300 percent trailing-twelve-month incentive packages truly over?