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The combined fund, expected to finalize later this year, will retain the Windsor name and continue to focus on large- and mid-cap value stocks.
May 7
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The Internal Revenue Service has posted information on how people who weren’t supposed to receive their economic impact payments for the novel coronavirus pandemic should return the money.
May 6
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The lost assets represent a big hit to the firm’s operations in the small Missouri town where the advisor was based, ex-employer claims.
May 6
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The privately held firm recruited more than 160 reps in the first quarter on the strength of its balance sheet, CEO Amy Webber says.
May 6
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The No. 1 IBD added Securities America’s largest enterprise, whose founder says the firm’s new private equity-backed owner made him uncertain about the future.
May 6
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“This virtual program will fill a major a hole left by internship cancellations,” says FPA President Martin Seay.
May 6
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With marketing, reporting and the Junxure CRM, the acquisition brings much more than a robo advisor to the asset manager.
May 6
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From digital advice to fee transparency and fintech investment, the pandemic has touched almost every corner of wealth management.
May 5
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Advisors who switch firms during the pandemic have tough (virtual) conversations with clients in store.
May 5
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Even some of the industry’s cheapest products “may be overpriced” in that they’re “mirroring a passive index,” an expert says.
May 5
