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May 4, 2016

Ex-Wells Fargo FAs Return to Small Bank Roots at SunTrust
Small bank culture appeals to advisors trying to keep close ties with local HNW clients.
Lightyear Firm Tucks In $260 Million Texas Wealth Practice
Deal will bring Wealthy Enhancement Group's total client assets to $6 billion.
Financial Education Isn't Enough to Protect Main Street Investors
Economists say strong regulators and robust fiduciary standards are needed to shield savers.
CFAs Think Robos Pose Greatest Risk to Asset Managers
Wealth management and financial advice are particularly vulnerable, according to survey.
Trust is Key to Advising Family Offices
When it comes to their assets – and their advisors – family offices invest for the long term.  Video [ 3:35 ]   Transcript