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The group has expanded into Seattle, following entries into New York, San Francisco and Los Angeles.
February 19 -
The advisors collectively managed nearly $2 billion in assets.
February 19 -
A U.S. probe into how Morgan Stanley client information ended up for sale on the Internet is examining whether a financial adviser was targeted by hackers after he took data from the bank, two people briefed on the inquiry said.
February 19 -
The robo advisor plans to add 90 to 120 new employees and add resources to Betterment Institutional, which already works with 90 advisory firms.
February 19
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A U.S. probe into how Morgan Stanley client information ended up for sale on the Internet is examining whether a financial advisor was targeted by hackers after he took data from the bank, two people briefed on the inquiry said.
February 19 -
The aggregator's latest addition adds 23 people and, it says, $2 billion in AUM. "It's a sign of strength," says Alois Pirker of Aite Group.
February 18 -
A wealth manager, with $65 million in client assets before he left the regional broker-dealer, joined an independent firm affiliated with SagePoint Financial.
February 18
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The industry has largely moved to a team model, but some advisors may finish out their careers as 'bachelors,' says John Taft, CEO of RBC's U.S. wealth management division.
February 18
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Bradley Birkenfeld, the former UBS Group banker who won a $104 million whistle-blower award after serving time in prison for tax conspiracy, won a U.S. judges permission to testify in France in a separate probe of the Swiss bank.
February 18 -
The board left his salary unchanged at $1.5 million and he received no cash bonus, a person with knowledge of the decisions said.
February 18
