Smith Barney will call something a buy; somebody else will call it a purchase. We have to look at the transaction code structure of every custodian, every record keeper, every hedge fund and every private partnership and map that into a [format] that allows the advisor and the client to see what they're worth from the top down. It's very tough.
Christopher Snyder
worth call code partnership map structure
As the database grows, we will be able to furnish advisors with peer-group benchmarks, so they can provide evidence-based advice. The wealthy don't fill out surveys.
advice wealthy
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