Confession: Why I'm Finally Listening to My Research Department
Oct 12, 2009
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By Debra Taylor, CPA/PFS, JD, CDFA
Managing clients' assets yourself can be daunting, as this advisor learned. After a brief interlude, she's relying more closely on her broker-dealer's research department. Now she has time to focus on the other aspects of wealth management that only an advisor can provide.