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July 19, 2018

Wells Fargo’s Private Bank Automated Investment Management, Report Claims
Unit has been gradually shifting focus away from investment performance to sales, according to news report.
The Chase is On: Re-Winning Former Clients is Key for Breakaway FAs
The pressure is on for FAs to re-win their former clients after breaking from wirehouses.
Billion-Plus Breakaways Are Driving Independence, Says Schwab Exec
Increasingly large teams are leaving broker-dealers and wirehouses, inspiring smaller teams to do the same.
Sponsored Webcast
How Successful Advisors are Maximizing Practice Growth
Advisors who want to grow their practice must first understand it’s value. This webcast, sponsored by LPL Financial, explains how advisors can learn their practice’s value and find the right ways to maximize it.
FAs Who Want to Survive Must Embrace the Emotional
Advisors must learn to connect — emotionally — with the very rich.
Woodbury Financial Completes Acquisition of $10 Billion Branch Brokerage Business
Capital One Investing’s financial advisors will work within Woodbury’s open-architecture system.
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