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As the industry looks ahead to 2017, many executives are concerned about profit margins. The cost of complying with new Department of Labor regulations adds to the inexorable upward march of costs, while new competition from digital advisors (yes, we’re talking about r...

Following the FPA Major Firms Symposium in Boston, during which Matt Lynch presented a strategy session focused on topics of interest to the broker/dealer and custodian executives attending, eight tenured consultants in the financial services industry gathered to discu...

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