 Let’s agree that bigger is not necessarily better, and it certainly doesn’t, by itself, make you more interesting or relevant."Bob Veres, Financial Planning columnist in San Diego and publisher of Inside Information
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Voices The dysfunctional approach to AUM
Bob Veres | Financial Planning, October 2017
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Summary: When financial planners meet at industry conferences, they need a quick shorthand way to gauge how relevant a conversation with this interesting stranger would be. So the first question I hear them ask is ... What’s your AUM?
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