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Today's Headlines

LPL Buys $120B IBD, But How Many Reps Will Stay?
Final purchase price is contingent on client assets LPL can onboard.
Why FAs Are Still Reluctant to Jump on ESG Bandwagon
Advisors still see “practical” roadblocks to allocating more client money to SRI funds.
FAs Urged to Focus on Client Wellness, Not Wealth
Advisors should realize their job is more complex than merely making clients richer.
DOL Must Address Duty of Care in Fiduciary Rule
A cost-effective way to ensure advisors have adequate skills is to improve research.
Video
Craft Portfolios That Consider Emergency Liquidity
It's all about liquidity, income and growth.  Video [ 2:22 ]   Transcript  

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