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Conference Call: Survival tactics for the independent broker-dealer

Now that everyone from Merrill Lynch & Co. Inc. to H&R Block Group Inc. wants to be in…

Now that everyone from Merrill Lynch & Co. Inc. to H&R Block Group Inc. wants to be in the financial planning business, brokerages that cater to independent financial advisers must transform themselves to stay competitive, industry experts told 550 attendees late last month at the Financial Planning

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