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Clients using FundKeeper can open new accounts, perform automated suitability checks and support level load funds under a single platform.
November 7
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The award marks the largest of its kind this year.
November 7
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Independent Financial’s haul includes a new affiliated RIA launched by five of the practices.
November 7
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Positioning clients to weather market volatility and potential correction has become a top concern.
November 7
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This year's additions to our expanded annual list of CFP Board-registered degree programs.
November 6
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California Credit Union and North Island Federal Credit Union consolidated their investment programs in anticipation of their merger in March.
November 6
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The firm has signed four big recruiting deals in the past three months.
November 6
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The independent firm affiliated with Raymond James has been on a recruiting tear this year.
November 6
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The brokers joined Wells Fargo's independent broker-dealer.
November 3
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The wirehouses have lost teams overseeing more than $12 billion in client assets over the past month, according to recent hiring announcements.
November 3
