Recent Blog Post
Introducing “Banking & Millennials,” a three-part blog series for banks struggling to establish relationships with Millennials. If you think it's hard to attract Millennials because they lack cash to invest and save, then you need to read today's installment.
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Current News and Events
Friday, February 3, 2017 — “Whether the ruling is repealed or not, we’ve seen evidence that advisors are shifting client assets toward lower-fee investment products,” said Meredith Lloyd Rice, a vice president at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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