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InsightsProducts & Solutions

The Importance of Communicating Investment Performance to Your Clients
As a financial advisor, investors pay you for your professional perspective, analysis, and recommendations on securities. What you are selling is a service – expertise in investment decision making…
September 18, 2018
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InsightsProducts & Solutions

Best Practices for Best Execution
Best execution is an investor protection, obligating investment managers to exercise reasonable care when executing a trade in order to obtain the most advantageous terms for the client.
September 18, 2018