Barron’s Magazine 2009
THE EPIC TRAVAILS OF BIG FINANCIAL INSTITUTIONS over the past year have been a windfall for America’s small, independent investment advisors. With giants like Merrill Lynch taking huge hits to their reputations from the credit crisis, investors have been decamping to smaller outfits in large numbers. Advisors, too, have been jumping from the major Wall Street houses to independent outfits or hanging out their own shingles…
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