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In the aftermath of the 2008 financial crisis, investors with more than $5 million in investable assets are seeking to simplify their portfolios and be more active in managing their finances, reports Financial-Planning.com.

Many wealthy investors are seeking advisors who can serve as a quarterback and help make investment decisions regarding assets held at multiple firms, according to a Phoenix Marketing International survey.

Read the full article from Financial-Planning.com here.

 

English: Dollar Sign ($) created with the Nimb...

 

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Last modified on Sunday, 19 May 2013
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