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When Wes Smith first joined Advisors, Inc., he was excited that all the analysts at the firm had the CFA designation. In letters to prospective clients he states that this ensures that Advisors can pr
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Sisse Brimberg, CFA is responsible for performance presentations at her investment firm. The presentation that Sisse uses states her firm:
1） deducts all fees and taxes;
2） uses actual and simSisse Brimberg, CFA is responsible for performance presentations at her investment firm. The presentation that Sisse uses states her firm:
1） deducts all fees and taxes;
2） uses actual and sim
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One advantage of exchange traded funds relative to open-end mutual funds is:
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