Mix masters? Advisers getting better at optimizing client rosters
AUM down in 2011, but production up; 'focusing more on their larger accounts'
Retail wealth managers had a tough year in 2011 — but it could have been worse.
According to data from PriceMetrix Inc., a firm that provides practice management software to financial advisers, the average adviser's assets under management fell 7% to $74 million last year. Average production per
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