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Articles written by Manish Khatta Guest Columnist

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Manish Khatta: Small advisors, oftentimes young ones, with a bright future ahead of them are barely out of the starting blocks before they are either condescended to or marginalized.

As the RIA business merges toward big and centralized, small nimble firms still have a lock on doing well and making a great living

The Schwab-TD merger is the latest big-is-beautiful event but might isn't always right and scale loses to smart, local and aligned

October 15, 2020 at 5:18 AM

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