The financial adviser's job is to marry up the proper money manager's strategy with your unique individual needs as an individual investor and your tolerance for risk.

We're going to take a closer look at how notification needs to occur.

The discussions with Alex and Carlos (Quieroz) as to where the team needs strengthening took place before the takeover,

We plan to meet holistic needs of the entire family.

There's better tax control inside a separately managed account.

Typically, in a separately managed account, the fee that you pay as an investor includes transaction costs, so there's no incentive for the money manager to run up transactions on you.