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The new offering, rolled out to 600 advisors this month, will let clients pay $3,600 a year for services that extend beyond asset management to include tax and trust planning.
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The revamped digital campaign, "Quite Possibly the Perfect Job," features new versions of static ads that appear on social media.
Even as the firm puts pressure on lower-end advisors, it's making it easier for its top wealth managers to earn growth rewards.
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