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    I Like this quote I dislike this quote“Culturally and organizationally, there needs to be some fundamental changes.”

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    I Like this quote I dislike this quote“Here lies the sweet spot for financial services firms to grow a mass-market wealth management business. It's clear that these customers are eager for help with the financial planning process; it is also clear that they want better guidance and tools from their banks. This data is a call to action for banks to invest in the areas of planning and advisory if they are serious about retaining and growing their customer base.”

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