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Emerging consumer attitudes toward privacy threaten to overturn long-standing industry assumptions about customer data and personalization.

The nearly 10,000 advisors affiliated with the firm grow 2.5 times as fast as their peers at rival brokerages, CEO Jim Cracchiolo says.

I didn’t own GameStop but did profit from BlackBerry, also caught up in the current mania, writes Allan Roth.

The systems are expected to be updated by the end of April, following calls from financial advisors on social media to make a change.

The simplest method involves having one traditional IRA and one Roth IRA, making one annual non-deductible contribution to the traditional IRA, and converting it before any gains or interest accrues.

CI Financial has inked 14 deals for RIAs in less than a year — taking the lead in a hot M&A market.

The increase comes as the recruiting market heats up.

Acquisitions of wealth management, insurance, fintech and other firms are expected to pick up as banks seek new sources of fee income and look to improve digital capabilities.

Companies are betting that pent-up demand for networking and other opportunities will help fill seats at events planned for later this year.

The 2,500-advisor firm is sneaking up on larger rivals by adopting an approach that’s increasingly popular across wealth management.