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Technology tools are pitched as time savers, but that’s not how advisors are actually using them.
October 18
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New recruits hailed from firms including Wells Fargo, Merrill Lynch and Raymond James.
October 17
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The country’s biggest RIA has already lost nearly $1 billion after its founder made inappropriate comments.
October 16
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Independent investment platforms are projected to lose market share to larger entrants, according to industry data.
October 16
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The firm's compensation plan, which is to remain unchanged for 2019, has turbocharged advisor productivity, an executive says.
October 16
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The leading TAMP partnered with an exchange to offer advisors access to prequalified loans for clients.
October 16
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The “get” marks one of the largest hires the year for the regional BD.
October 16
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Securing optimal returns depends on many factors, including the right underlying asset class and close monitoring.
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The bank has lost a net 1,300 advisors since a fake accounts scandal came to light three years ago.
October 15
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The advisors joined the regional BD from UBS.
October 11
