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Cullen Roche @cullenroche ยท Nov 4, 2022
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This is a great piece. Some advisors claim that having your own products creates a conflict, but if your new product reflects your existing methodology then all you do is reduce client fees & improve tax efficiency. It's not a conflict. It's a competitive advantage.

Article Nov 4, 2022
Why Advisors (and Family Offices) Should Consider Creating their Own ETFs
by Patrick Cleary
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