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Wealth Professional | 29 Apr 2015, 08:02 AM Agree 0
Advisors are embroiled in a debate about compensation and client perceptions of value, but the only thing that may truly matter is total cost.
  • Harley Lockhart CLU CHFC | 29 Apr 2015, 01:01 PM Agree 0
    Excellent. Focus on the client and the benefits they receive.
    Let's be careful about minimizing what the fund company is doing for the client in return for their portion of the fees. Research, distribution and too many things to mention here are all provided by the fund companies.
    Serving the clients' best interest does not require a "whipping boy".
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