The Practice: Technology
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February 22, 2019This Is the Year Traditional Wealth Managers and Fintech Cozy UpA marketing strategist predicts that incumbent players will integrate tech to profit from the coming wealth transfer.No Comments
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February 19, 2019Finra Warns of New Phishing ScamBrokerages report receiving suspicious emails purporting to provide information about money-laundering by their clients.No Comments
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February 15, 2019LPL Lures Yet Another Bank-Based Advisor Practice ... Here's How They Did itCommunity First Investment Group joins from LaSalle Investment Management.No Comments
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February 15, 2019Commonwealth Offers MassMutual Access to Its Wealth Management Tech PlatformThe Advisor360° platform lets advisors have a single program for tracking portfolios, trading, client contact tracking and more.No Comments
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February 14, 2019Wells Fargo Advisors Has Tough Time Signing New Clients, Exec ClaimsAnd that’s despite $10 billion in annual referrals from the bank.No Comments
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February 13, 2019Morgan Stanley May Be Looking at More TakeoversCEO James Gorman is reportedly turning to acquisitions after a decade of performance-improving measures.No Comments
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February 12, 2019Wells Fargo's Online Outages and New Fee Give Some PauseOutages impacted online account access through the internet and app.Last Comment: February 12, 2019
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February 12, 2019BlackRock and Pershing Have Curiously Similar Strategies to Bolster Business with FAsThe two firms seem to increasingly want to be known as fintech providers.No Comments
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February 11, 2019Morgan Stanley Makes Strategic Play with New AcquisitionAcquiring the software-as-a-service provider will bring 3,000 stock plan clients with one million participants.No Comments
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February 8, 2019Wells Fargo Advisors Loses Another FA Practice to LPLThe team previously managed around $105 million.No Comments
