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The documented RIA threat, 'phono-advisors' and their nearly $300 billion of assets

Not much romantic about call center-based advisors but under banners like Vanguard, Fisher Investments or Merrill Edge, they are a force to be reckoned with

Friday, September 12, 2014 – 5:06 AM by Brooke Southall
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Ken Fisher has been trying to tell anyone who would listen.


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