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The wirehouse has big reasons to pursue the deal, but the online brokerage's 225 independent advisor firms are not among them.
February 21
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The all-stock takeover adds E-Trade’s $360 billion of client assets to Morgan Stanley’s $2.7 trillion.
February 20
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The proposed acquisition is under scrutiny from advisors as well as the Justice Department.
February 10
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Direct indexing, heightened competition and advisor tech platforms were just some of the critical details executives discussed.
February 7
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The agency is seeking additional information from the firms as well as competitors and advisors.
February 6
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In the latest episode of Financial Planning’s new podcast series, advisor Rachel Robasciotti discusses her activism around mandatory arbitration and relates the remarkable story behind her RIA.
January 30
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The firm will move from a bank custodial platform to a brokerage platform in the second quarter — all while getting a radical face lift.
January 30
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The custodial giant is aiming to cut down on the time involved with opening accounts — which advisors often view as a drain.
January 27
