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Michelle L. Bender, CFP
Michelle L. Bender, CFP
Feb 12, 2018

Should you be using a third-party money manager?

Top of the Table qualifier Michelle Bender outsources her clients’ assets to a third-party money manager (TPAM). She describes how she talks to clients about the advantages of using a TPAM and why that requires an additional fee.
Wealth management
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Author(s):

Michelle L. Bender, CFP