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Do You Possess the Characteristics of a Successful Advisor?

Saturday, Feb 08 2014

News Roundup

Written by PFA News

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Tim Buckley, chief investment officer of low-cost fund provider Vanguard has identified common characteristics of successful advisors that, not surprisingly, include keeping costs for clients down. So reports the Business Insider.

Successful advisors are tax-efficient, cost conscientious, disciplined in rebalancing portfolios and willing to serve as behavioral coaches to keep their clients from making mistakes.

Read the full article from Business Insider.

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