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Wealth Professional | 14 Oct 2015, 08:15 AM Agree 0
There are numbers to support the fact that advisors should be streamlining the number of investment offerings from their book of business
  • Barb Amsden | 14 Oct 2015, 10:42 AM Agree 0
    On the one hand this makes perfect sense and I've even heard fund manager execs bemoan the volume of products and options that bright souls have created for marketing purposes. And a qualified fiduciary standard (discussion for another day) doesn't say someone HAS to provide everything under the sun. However, as much as a smaller range of choice, behavioural economics suggests, would also make choice easier for consumers/investors, how might a CSA lawyer view this? Just wondering...
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