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identify a key factor that has contributed to the efficiency of financial planning in the bank channel. Selling mutual fund wraps instead of stand-alone mutual

identify a key factor that has contributed to the efficiency of financial planning in the bank channel.

Selling mutual fund wraps instead of stand-alone mutual funds

Product expansion to retain clients throughout their lifecycles.

Selling stocks and bonds to attract the HNW client.

Selling mutual funds with the highest management fees.

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