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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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