Updated Wednesday, April 1, 2015 as of 6:41 AM ET

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Keep Clients Happy: 3 Critical Ways

Rachel F. Elson

How loyal are your clients? You might be surprised. Only 57% of investors surveyed said their financial advisors were proving their worth, according to a Fidelity report.

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Advisors on the Move: Merrill Loses Billion-Dollar Advisor, Lures Teams With $800M
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