"Picture a huge, heavy flywheel—a massive metal disk mounted horizontally on an axle, about 30 feet in diameter, 2 feet thick, and weighing about 5,000 pounds. Now imagine that your task is to get the ...

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Reaching $1 billion in assets under management (AUM) is an amazing accomplishment for a registered investment advisor (RIA). But it also creates a flywheel effect. A recent study analyzed over 9,000 ...