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The investment services programs of Athens Federal Community Bank and Androscoggin Bank command $201 million in client assets.
June 1
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For the first time in his 30-year career, columnist Bob Veres is starting to hope the sector may catch up in the areas of trust, transparency and a fiduciary mindset. A promising new app is helping him get there.
June 1
Financial Planning -
The exploding popularity of quants has created a gold rush for fund developers.
June 1
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KeyCorp acquired the personal financial management tool for an undisclosed sum.
June 1
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A clear path has emerged after historic revenue drops among the top independent broker-dealers.
June 1
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The investor received 15 months in prison after pleading guilty to wire fraud.
June 1
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See which independent broker-dealers outpaced their peers at the top line.
June 1
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The bank sees the greatest growth coming from its own customer base, particularly the emerging affluent.
May 31
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Small-caps carry risk, but they don’t have to be expensive too. Here are 20 with the best returns over the past five years and the lowest expense ratios.
May 31
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The wirehouse's latest hire has 21 years of industry experience.
May 31
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June, July, and August are projected to reach new highs, generating more than $100 billion of proceeds from called and maturing bonds.
May 31
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"We're not going to proscribe any way for clients to access us," says Mark Jordahl, president of U.S. Bank's wealth management group.
May 31
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Executives think algorithmic assistants will be a better solution for wealthy clients than mere software allocating assets for the masses.
May 31
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The advisers say they want provide better services to female clients.
May 31
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Bank of America's soon-to-be-released virtual assistant, erica, is being trained to provide personal finance advice.
May 30
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The pro athlete met the adviser through his college business professor, authorities say.
May 30
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The rep refused to provide the regulator with the documents it requested to investigate the allegations that he stole money from an elderly couple.
May 30
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The former JP Morgan Private Bank adviser focuses on wealthy Latin American clients.
May 30
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A tweak in accounting guidelines the firm helped to modify is expected to make the funds cheaper and easier to own.
May 30
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Hiring former professionals could help firms improve diversity in a field that’s still 84% male.
May 30
