How some firms take on lead advisor role - and charge $100,000 a year for it

Research offers a clue to cope with breakdown of trust

Author Lisa Shidler April 13, 2011 at 2:54 PM

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State Street's Anthony Rochte: It’s OK if your client has other advisors, but you want to be the quarterback.

Anthony Roche

State Street

Lake Street Advisors

Wharton

Mentioned in this article:

State Street Wealth Manager Services
Asset Custodian
Top Executive: Marty Sullivan

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