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Fidelity reported that 401(k) balances have increased to an average of $74,600. What do you think about this data?
- That average is too low
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89%
- It confirms that there is a retirement savings crisis
-
3%
- At least things are heading in the right direction
-
5%
- MY clients are fine. There's nothing to worry about.
-
3%
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April 30, 2013
Are You Considering Changing Firms This Year?
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September 30, 2010
What is keeping your clients up at night?
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August 23, 2010
At least one study says that the wirehouse channel will stay on top in terms of managing client assets for the next four years. However, which channel do you think will dominate in the next 10 years?
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August 23, 2010
At least one study says that the wirehouse channel will stay on top in terms of managing client assets for the next four years. However, which channel do you think will dominate in the next 10 years?
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December 3, 2009
Which firm would you most like to work for in 2010?
Current Issue


- Yes, to Another Wirehouse or Regional Firm.
-
14%
- Yes, Considering Independence.
-
14%
- No.
-
71%





















