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The adviser's job is about to get harder, and some old dogs are going to have to learn new tricks in order to survive.
June 1
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Christine Kehrer is research director of Kehrer Bielan Research & Consulting.
June 1 -
Timothy Kehrer is senior research associate at Kehrer Bielan Research & Consulting.
June 1 -
A longstanding obstacle is getting banks to recognize the opportunities in the wealth business, says Arthur Osman, executive vice president and institution service business consultant at LPL.
June 1
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Even FINRA has loosened up about broaching the subject with older clients.
June 1
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Educate them on the risks and lower volatility of a geographically diversified portfolio.
June 1
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The firm's newest recruit is a veteran broker from Morgan Stanley.
May 31
