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Michelle Zhou
michelle.zhou@sourcemedia.com
Michelle Zhou is an editorial intern with SourceMedia's Investment Adviser Group.
Ensuring a smooth transition
Three experts on building a valuable business that is attractive for sale
How to mitigate behavioral biases about Social Security
It turns out that these principles aren’t limited to investment strategies.
Mega breakaways: Largest teams to go indie in 2016
The biggest advisers to go it alone this year managed over $13 billion in client assets.
SIFMA keen to work with Trump on overturning fiduciary rule
The industry trade group is also calling on regulators to harmonize existing rules.
LPL loses advisers with $460M in combined AUM to Raymond James
The recruits switched over to the independent channel of the regional firm.
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