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Don's Monthly Newsletter: "Are Full-Service Financial Advisors Losing Traction?" - October 2014

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The world ended in 1974.  Fidelity became the first load mutual fund company to sell funds directly to retail clients by means of a toll-free number.  It also became the first mutual fund company to offer twenty-four hour pricing and free check writing.  It also had a young stud named Peter Lynch about to launch a thirteen-year run that is the stuff of legends.  In 1978, Fidelity upped the ante.  It opened its discount brokerage arm.

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