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Mar/Apr 2014

Your consultants should keep their distance

By Joseph Horak

The TV commercial begins with a family at the beach. A wife asks her husband a question about their investment portfolio. "Let me ask him," he says, and turns to the man on the beach next to them. The ad emphasizes the benefits of access to a financial adviser. Yet what happens in real life if an adviser becomes a close friend? Does this increase the chances for more disclosure of information, ...

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