Phil Wood

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NEWS RIAS JAN 13, 2014
Do your clients suffer from fee blindness?

Most clients have no idea how much their investments and their financial advisers are costing them. As a result, they may unknowingly be putting their retirement at risk.

NEWS INDUSTRY NEWS NOV 06, 2013
Are you cheating on your financial adviser?

Only one in three investors work with just one wealth manager. Here's why adviser infidelity may hurt your bottom line.