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Nine banks agreed to be sold to credit unions last year. Some industry observers believe that number could double this year.
February 8
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About 77% of people 50 and older want to stay where they are as long as possible, according to a survey. But clients who want to — or have to — move, have a number of options each with pros and cons.
February 7
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The biggest bank merger in 10 years makes a lot of sense at the top levels, but some advisors may find their new home restrictive, an observer says.
February 7
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House Financial Services Chairwoman Maxine Waters said the merger is a direct result of a regulatory relief bill that was signed into law in May.
February 7
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Advisors cheered when Tim Hockey told them that growth in the retail channel would not come at the expense of its institutional network.
February 7
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The industry's largest acquisition in more than a decade will create the sixth-biggest bank in the country, with assets of more than $442 billion.
February 7
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Two advisors who joined Alex. Brown after the Deutsche Bank acquisition in 2016 seek to void the FINRA panel's arbitration decision in a court challenge.
February 7
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The firm's efforts are a sign of the quickening pace of adoption in wealth management of AI-powered technologies and voice recognition software.
February 7
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Customers reported being unable to access online banking, mobile banking or their debit cards.
February 7
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The next generation of advisors is worth the cost.
February 7
