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Articles written by Matt Sonnen Guest Columnist

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Matt Sonnen: The extra operational burden is justified with a client paying $70,000 per year...but maybe not the one paying $7,000.

How RIAs -- overzealous to fulfill 'fiduciary duty' -- overdeliver to small clients, hurt their practices and end up with worse overall service levels

The 1940 Act does not require advisors to deliver lower-paying clients the same service as higher paying ones -- important to realize or client segmentation is nullified

January 14, 2025 at 3:32 AM

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Articles written by Matt Sonnen Guest Columnist

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January 14, 2025 at 3:32 AM

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Articles written by Matt Sonnen Guest Columnist

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January 14, 2025 at 3:32 AM

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