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JUNE 1, 2018

INFORMA INTELLIGENCE

Four Observations on a Tumultuous Month for Bonds

David Ader

May we live in less interesting times.

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CLIENT RELATIONS

Courtesy as a Competitive Advantage

Scott MacKillop

Unreturned phone calls and emails, not portfolio performance, are the top reasons clients fire their financial advisors, according to a new survey.

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TECHNOLOGY

The Case for Free Fintech Software

David Lyon

While some of the best software products out there are available for all to use, the financial advisory industry has been slow to embrace free technology.

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