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Bank advisers move up to ‘second story,’ forego referrals

Other skeptics cited the natural attrition that occurs in advisers’ books, noting that clients die or move to other states. “That’s a recipe for disaster if you just sit back on your existing clients. There’s always churn in the industry,” said Wayne Cutler

Bank Investment Consultant

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Liquidity Risk Governance

“Liquidity often is the final event which causes a financial institution to fail, not insufficient capital, making it a critical area of management focus.” – Steve Turner