Daniel Wilson: How I Built My $4.9 Billion Ameriprise Practice

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The increasingly attractive yields on certificates of deposit and money-market accounts are great news for savers but might trouble some financial advisors. After all, bank deposits don’t typically spin off asset-based fees. But Daniel Wilson, who is one of nationally, says he’s thrilled to be talking about these opportunities with clients. “There’s something to be said for retirees and preretirees taking on less risk to get more income,” says the 26-year industry veteran, adding, “At the end of the day, you have to do what’s in the best interest of your client.”

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