August, that lazy month of summer, is finally here.
Many advisors at the wirehouses and regional broker-dealers and their clients are most likely taking a rest. But as On Wall Street found, there are those in the employee advisory channel who are never really off duty summer or winter. Its very difficult to be off the clock because of how invested we are personally from a relationship standpoint, says Charles Balducci, a managing director in wealth management at Merrill Lynch, with $2.5 billion AUM.
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