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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.

Marlene Satter

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

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