FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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Total costs range from 0.32% to 0.55%
Half of investment company purchases in Q4
Younger investors more likely to hold passives
For sixth year in a row
Underperformance ‘by design’
30%+ margins unsustainable
What made financial headlines over the weekend?
AB Bernstein report
Different rules-based strategies
Increased cash weightings
31 January 2018
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2 min read
