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January 2015 In this issue...
- Successful Service Structures: It’s easy to divide clients into different levels based on how much they pay you. Giving different service to different tiers is much harder.
- Re-Assessing the Odds: Index funds, hands down, beat the aggregate of actively-managed funds. But new research is suggesting better ways to find winning managers.
- On-Boarding Made Easy: A new client onboarding system that is so simple, your junior staff could manage it without you.
- Parting Thoughts: Better strategies for coping with the unexpected, and making the most of the new year.