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Wealth Management: “Me Too” Won’t Win

Wealth management advisors already were losing distinctiveness prior to 2008’s Wall Street meltdown, with most players offering a near-limitless array of investment products at an increasingly similar fee structure. Even investment performance had been converging with the industrywide focus on diversified portfolios. Now advisors are sharing a much more unfortunate trait — plunging returns in a crisis-torn market. As a last resort, each is trying to outdo the other on service excellence for clients of ...

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