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The firm aims to grow in private debt, infrastructure, global equities and real estate across the globe.
February 8
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Bringing on new employees can spur growth, but can also complicate compensation structures.
February 8
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Mortgage rates fell to their lowest level in 10 months, bringing good news for house hunters as spring's home buying season approaches, according to Freddie Mac.
February 8
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Reva Shakkottai has been with the firm for a decade.
February 8
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“The board's record of summarily approving mergers raises doubts about whether it will serve as a meaningful check on this consolidation that creates a new too big to fail bank,” Sen. Elizabeth Warren said in a letter to the Fed.
February 8
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U.S. and European ETFs were stung by redemptions in January even as developed markets added trillions in value.
February 8
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Nine banks agreed to be sold to credit unions last year. Some industry observers believe that number could double this year.
February 8
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About 77% of people 50 and older want to stay where they are as long as possible, according to a survey. But clients who want to — or have to — move, have a number of options each with pros and cons.
February 7
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The biggest bank merger in 10 years makes a lot of sense at the top levels, but some advisors may find their new home restrictive, an observer says.
February 7
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House Financial Services Chairwoman Maxine Waters said the merger is a direct result of a regulatory relief bill that was signed into law in May.
February 7
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The stars aligned for the two longtime rivals to join forces, and some observers speculate that other regional banks will need to strike similar partnerships if they hope to remain competitive. But others say such deals are rare because they're hard to pull off.
February 7
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Advisors cheered when Tim Hockey told them that growth in the retail channel would not come at the expense of its institutional network.
February 7
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The industry's largest acquisition in more than a decade will create the sixth-biggest bank in the country, with assets of more than $442 billion.
February 7
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Two advisors who joined Alex. Brown after the Deutsche Bank acquisition in 2016 seek to void the FINRA panel's arbitration decision in a court challenge.
February 7
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The firm's efforts are a sign of the quickening pace of adoption in wealth management of AI-powered technologies and voice recognition software.
February 7
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Customers reported being unable to access online banking, mobile banking or their debit cards.
February 7
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SPIKES, a product from MIAX Options, is being pitched as a lower-cost alternative.
February 7
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The next generation of advisors is worth the cost.
February 7
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Higher costs are most attributable to technology spending, including investments in artificial intelligence.
February 7
