July 2010

Frank Boland
July 26, 2010

In this edition of Frank Thoughts, Frank makes the important distinction between being a brokerage customer and an investment advisory client. 

  In the financial business, the difference between a customer and a client has often been misunderstood … sometimes confused intentionally by the “high end”...

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As I grow older, I pay less attention to what men say. I just watch what they do.

– Andrew Carnegie