Updated Thursday, July 2, 2015 as of 6:30 PM ET

Looking Ahead to Start the Year

After we published our top 50 Bank Advisors list last month, a couple of advisors who didn't make the list pointed out that it was essentially based on "old" data. I noted that all data is old, otherwise it would be a projection, which I thought was somewhat meaningful. But based on the reaction, I realized that I should have said to wait until our Outlook issue in January because that would be, well, a look ahead into the new year and beyond.

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