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Two teams with $344 million in total AUM are tasked with expanding the firm’s presence in Mexico and South America.
June 13
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As robos take over investment management tasks and younger clients demand more services, advisors need to reimagine what they offer.
June 13
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Wealthy clients certainly expect more of their advisors — but technology won't do the job on its own.
June 13
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The losers “offer exposure to extremely narrow and volatile segments of the market,” an expert says.
June 13
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Recent lawsuits highlight the unpredictable nature of litigation in a post-Broker Protocol world.
June 13
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Judging by day one on social media, you’d think the new Truist brand was a flop. But marketing and branding experts say the name has a lot going for it. What matters most will be how the two banks advocate for the name.
June 12
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Traditional lenders usually refused cash-strapped minority seniors, which explains why they became such easy prey, an expert says.
June 12
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The firm hopes to follow advisors' lead on what's best for their business in its outsourced advisory models, says CIO Burt White.
June 12
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The firm said this is the first of several new teams it plans to add this summer.
June 12
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The combined company will be known as Truist, which plays off “trust,” a word the banks’ original names had in common.
June 12
