Sometimes

Sometimes I wake up in the morning and I wonder why firms like mine in the independent RIA community don’t have one hundred percent of the wealth management industry’s AUM. Maybe it’s still too early and the knowledge gap among clients is too wide. Jason Zweig at WSJ: Starting Sept. 4, Bank of America Corp.’s Merrill Lynch brokerage unit will no longer sweep its customers’ cash into money-market mutu...

source http://thereformedbroker.com/2018/08/22/sometimes/

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