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10 Things to Consider Before Referring a Financial Advisor
By referring an advisor, you can help your clients, many of whom need professional advice. But how can you know when the financial advisor you are referring is competent and ethical?
Sep 19 2014
Report Highlights Secrets Clients Hide from Their Advisors
Are clients being forthright with their financial advisors about factors that could affect their personal finances? While most are, 28.6 percent said they've withheld critical financial information from their advisors.
Aug 27 2013
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