Practice

The glitch's impact is widespread. Prudential, for instance, says 40 of its more than 60 funds were affected.  More »
Salesforce launched a new platform to help advisors work more efficiently as the cloud computing giant pushes forward with ambitious plans to alter the RIA tech space.  read more »
Four veteran advisors joined UBS from Morgan Stanley where they generated $5.6 million in annual revenue, according to a UBS spokesman.  read more »
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Digital-first firms gravitate toward a blogging website that has aired several heated industry debates, a markedly different approach from the cautious way traditional firms present themselves online.  read more »
Baird Advisors Donna Drosner and Emily Phillips.
Senior advisors say they've discovered they can be the best recruiters for landing a younger partner, and one who might one day inherit their business.  read more »
How Wells Fargo Serves the Ultra-Rich
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September 30, 2015 | Hilton Niagra Falls, Niagra Falls, On.

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