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An internal memo shows tight deadlines for half the brokers the IBD hopes to retain after the deal.

Stephen E. Hessler is a restructuring partner at Kirkland & Ellis LLP. The views expressed are his own.

Ryan Dattilo is counsel to the House Subcommittee on Regulatory Reform, Commercial and Antitrust Law.

Nicola Whiting is chief operating officer at Titania, a UK technology SME that offers configuration auditing software that serves many industries in more than 75 countries. Whiting was recently named by SC Magazine as one of the top 20 most influential women in cyber security. Her background includes a joint degree in English and Theology.

Kyle Kamrooz is the COO and co-founder of Cloudvirga in Irvine, Calif. He also serves on Fannie Mae's Technology Advisory Board.

Buyers have big M&A advantage; many sellers stuck in 'the valley of doom,' advisors are told at Deals & Deal Makers Summit.

A different regulatory landscape is encouraging brokers to reconsider their options.

Above all others, millennials are likely to include the funds in their portfolios, Schwab says.

The key is creating a portfolio that clients will stick with through thick and thin.

The broker recommended that a recently retired couple invest $135,000 in a non-investment grade municipal bond intended only for sale to institutional buyers.