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The combination of wealth management with supporting sectors attracted investors to two major deals.
January 7
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The future of referrals won’t be driverless but it will be largely remote and fueled by pre-COVID fundamentals.
January 7
Mercer Advisors -
Probabilistic forecasts provide a durable framework for a sound financial future, the author says, and offers some for the new year.
January 7
Wealth Logic -
The firm credited keeping its offices open during COVID-19 as a major selling point as FAs industrywide kept making moves and repapering their clients.
January 7
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The top 20 more than doubled the gains of their fixed-income industry peers.
January 6
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The Internal Revenue Service and the Treasury Department released guidance on claiming deductions for expenses associated with Paycheck Protection Program loans that have been forgiven.
January 6
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The IBD completed a stellar recruiting year by adding a team led by a 30-year veteran advisor.
January 6
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“The expectation of sustained volatility in the medium term has re-invigorated hedge fund appeal,” BlackRock and Juniper Place said in their report.
January 6
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The firm’s use of third-party compliance vendors came under scrutiny after an ex-rep pleaded guilty to bilking clients out of $5 million.
January 5
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The California company, which focuses on technology companies and entrepreneurs, will make a big push into wealth management as part of the proposed acquisition.
January 4
