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News 2026-10-07 19:21 UTC

Here Are Advisor Firms' Go-To Business Metrics -- Barrons.com

By Steve Garmhausen A growing asset base can make a wealth management business look healthy. But are clients staying? Are new assets generating meaningful revenue? And do advisors have enough time to serve the clients they're bringing in? For this week's Barron's Advisor Big Q, we asked wealth management leaders: What