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Worried that there will be a substantial exodus of assets as boomers and seniors make their exit, 47 percent of RIAs are also contemplating new pricing. (Photo: Shutterstock)

Independent registered investment advisors realize if they want to attract the next generation of clients and meet their needs, something has to change.

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Marlene Satter

Marlene Y. Satter has worked in and written about the financial industry for decades.

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