For banks to keep or acquire a fair share of the available financial assets, they must be in a position to help individual investors find the right balance of risk and reward, suitability, liquidity, and growth.

These remarks apply equally to the competitiveness of third-party firms and banks. If your bank is not in a position to provide customers with this help, whether directly or through a third-party arrangement, then retention of customers assets will not be possible over the long term.

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