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Archive for March, 2014

Why Hire a Family Office?

The traditional broker/dealer client relationship has changed over the years. Once the business model primary brought individuals and brokers together for the purpose of selling stocks and bonds, distribution of intellectual property such as research reports on companies, financial planning. Today, the business model is primarily a distribution network where broker/dealers sale products through their sales force. The evolution of this business model caused some to point out possible conflicts […]

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