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Industry’s advisory push leads to ho-hum mutual fund penetration

2 December 2014 | 4 minutes read

Despite an industry-wide push to focus on advisory business and building recurring income, private banking clients remain little exposed to mutual funds with the majority of players seeing just single-digit levels of penetration. “With waning prospects in bond investments, high hurdles in structured products sales and a general lack of market confidence, you would think that more private clients would…

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