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The invitation-only event went into uncomfortable territory for some attendees.

“The combination of low rates, curbs on state and local tax deductions, and consistent economic expansion have been a nice tailwind,” an analyst says.

The market information giant provides financial data and infrastructure to more than 40,000 institutions in over 190 countries.

Even though it now claims six million accounts, the free trading platform may still need to expand its offerings to stay competitive, experts say.

The organization is focusing its efforts on diversity, technology and creative product development in 2020, says Jim Fitzpatrick, president and CEO of the group.

Fee compression and commoditization of investment products over the past decade are threatening already slim margins in asset management.

The right toolkit can help clients accomplish their dreams and ease the financial burden on their loved ones.

Since this March, almost 100 firms have settled with the regulator for approximately $173 million. Other cases are still pending.

Bill Mahler had been chairman of the firm’s equity capital markets and equity asset management units. He was also on the executive committee.

Billy Ricketts is most likely the elder stateswoman of wealth management — but she and her grandson believed it was time for something new.