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Round 2 in Vegas: Finance Logix advisor conference ponders simplicity as sophistication

As the RIA industry matures, first-time buyers are gone and differentiation is the name of the game

Author Guest Columnist Tim Welsh April 29, 2013 at 6:04 PM
2 Comments
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Philip Palaveev: Client service expectations are ... more difficult to manage profitably.

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June 26, 2014 — 4:17 AM

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June 26, 2014 — 5:44 AM

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