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The inaugural "Wealthtender Voice of the Client Study" found that 89% of client reviews focus on relationships and emotional trust, while only 10% were focused on investment management.
"We're incredibly honored to be recognized as a winner for the second year in a row," said Katherine Frattarola, Head of HUB Private Client. "As the insurance and risk management landscape grows ...
Family Wealth and Trusted Advisor Communities "We're incredibly honored to be recognized as a winner for the second year in a row," said Katherine Frattarola, Head of HUB Private Client.
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