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Regulatory changes, technology advancements, demographic shifts and geopolitical events are turning the financial services industry on its head. Yet successful financial services firms are adapting, leveraging these industry forces to enhance their competitive advantage. Want to know their secrets?
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Friday, February 3, 2017 — “Whether the ruling is repealed or not, we’ve seen evidence that advisors are shifting client assets toward lower-fee investment products,” said Meredith Lloyd Rice, a vice president at Market Strategies..
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