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Focus on Niche Client Segments

April 18, 2017

2017-04-18

By IMCA

These articles from IMCA’s Investments & Wealth Monitor narrow the broad universe of niche clients to focus on millennials, same-sex couples, women, business owners, and later-in-life divorcees and the quandaries advisors must face when working with each. IMCA® is the professional association for advanced investment professionals.

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