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The hiring will “reflect the changing nature of fund management,” a company spokeswoman said.
May 2
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The bank allegedly helped French clients evade taxes.
May 2
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Evolution Financial Advisors has grown to 86 advisors with $2.6 billion in client assets under Securities America.
May 1
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The No. 1 IBD also nominated a new board member and tapped key executives for advisor support and government relations.
May 1
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Without advisor buy-in, scale can't be achieved, the tech executive says.
May 1
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Advisor headcount reached 2,160 advisors for the first quarter, up a net 43 from the year-ago period.
May 1
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The mutual funds and ETFs that ranked at the bottom of the sector still benefited from a “long-running bull market,” an expert says.
May 1
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One custodian is testing the technology in its marketing efforts and anticipates its advisors may — eventually — decide to follow.
May 1
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As director of AllianceBernstein’s emerging markets debt strategies, Shamaila Khan oversees the management of the platform’s portfolios.
May 1
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The changes follow a challenging first quarter for the firm’s wealth management operations.
May 1
