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Plus, Merrill Lynch grabs UBS planners who managed $750 million in client assets.

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Explaining corporate bond portfolios can be smooth sailing

The simple analogy of a boat can help clients understand a sometimes complex investment strategy.

How to overcome 3 obstacles that hinder independence

Turn these major fears into motivators for pursuing greater success, says Scott Collins, director of brokerage independence at TD Ameritrade Institutional.

What to tell clients when transitioning to fee-only

Explaining is as simple as using this phrase: Fiduciary rule.
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