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The digital platform added $1.6 billion from the first quarter.
July 18
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The approaching milestone represents growth of about 30% in the past 9 years.
July 15
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Why can’t a firm’s operations be as beautifully integrated as the functions on a mobile phone?
July 15
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"Call it an arms race of offerings," says Jonathan Beatty of Schwab Advisor Services.
July 15
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United Capital’s Mike Capelle on the principles that guided the formation of the firm.
July 14
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Several of Dawn Bennett's clients suffered major investment losses, "with two losing $1 million and $17.6 million," according to the SEC.
July 12
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The two ex-wirehouse advisers each had about 20 years of industry experience.
July 12
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The largest recruits managed more than $17 billion in client assets.
July 11
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Adviser recruiting was not expected to be affected, according to people with knowledge of the matter.
July 11
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The goal is to make clients appreciate the value of services being offered.
July 11
