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This Week’s Top 5: Jones’ Headcount Slips, Billion-Dollar J.P. Morgan Broker Sues Her Own Firm for Poaching Clients, And More
Most-read stories from November 29 to December 4. Read More The post This Week’s Top 5: Jones’ Headcount Slips, Billion-Dollar J.P. Morgan Broker... Read more »Ritholtz, WisdomTree launch crypto index separate account
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Riding the direct indexing wave, the WisdomTree Crypto Index is designed for advisers but could also offer direct access for retail investors.... Read more »- Procyon Partners, started by ex-UBS brokers in Connecticut, and Kore Private Wealth, started by Merrill defectors in New York City, each pulled... Read more »
- The broker, now with Wells Fargo, is seeking to vacate part of a mixed award in which UBS was also ordered to... Read more »
- The popular yet embattled statue known as “Fearless Girl” might have to find a new home again, while its creator also contemplates... Read more »
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DPL added 11 more multi-year guaranteed annuities, or MYGAs, to its commission-free marketplace, which previously included a single product in that category.... Read more »- Just over a year after joining J.P. Morgan’s traditional brokerage unit, Gwen Campbell claims that private bankers in a separate division have... Read more »
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Despite record-level asset flows into ESG strategies, the category is still saddled with a reputation it has long outgrown. The post Helping... Read more »- Despite at least one high-dollar award and two other notable expungement cases, firms still have the upper hand, according to four lawyers... Read more »
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Lexington Wealth Management is adding Thompson Wealth Management, which is also based in Massachusetts. The post Hightower firm acquires a $340 million... Read more »
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Fidelity gets its crypto ETF --albeit Made in Canada -- giving RIAs a way to buy 'physical' Bitcoin
After Fidelity was rebuffed by the U.S. Securities and Exchange Commission, Fidelity Canada had more luck by turning to its own securities... Read more »- Most-read stories from November 29 to December 4. Read More The post This Week’s Top 5: Jones’ Headcount Slips, Billion-Dollar J.P. Morgan Broker... Read more »
Veteran Advisor Sues J.P. Morgan After Jumping to the Firm From Merrill
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The head of the $1 billion Campbell Group alleges the Private Bank has been aggressively trying to poach her clients. Related StoriesBerkshire's Munger... Read more »![]()
Advising clients who are interested in digital assets means extensive due diligence on your part. Related StoriesHarry Dent: Stock Market Crash Coming in... Read more »![]()
The Allianz Life unit is reinsuring more than $34 billion in fixed annuity assets. Related StoriesWink Reports 10% Increase in Individual Deferred Annuity... Read more »![]()
Warren Buffett's right-hand man also said that he wished cryptocurrencies didn't exist. Related StoriesInflation Worries Drive Down Execs' Outlook on U.S. Economy: Survey... Read more »![]()
The survey is a forward-looking indicator that tracks hiring and business-related expectations for the next 12 months. Related StoriesCalifornia Detects First U.S. Omicron... Read more »![]()
The state says plans should hold patients harmless when directories provide incorrect network status information. Related StoriesLincoln Picks a Strategist: Personnel Moves -... Read more »![]()
Here's what to get for that person, or dog, on your list who has everything — assuming you have some cash lying... Read more »![]()
Starting in July, net acquired asset growth will be focused on all client balances. Related StoriesLincoln Picks a Strategist: Personnel Moves - EnclosureWink... Read more »
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