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In a classic case of one plus one equalling three, two of the leading purveyors of wealth management advice tools have joined forces to create an industry powerhouse.

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Episode 32: The Danger of Unrealistic Client Expectations

Episode 32: The Danger of Unrealistic Client Expectations

Wednesday, October 05, 2016
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A new survey of investors shows many have unrealistic expectations about the potential earnings from their investments, with many expecting annual returns of 10% or more. Most are likely to be disappointed, posing risks for financial advisors who could lose clients through no fault of their own.