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March 29, 2018

Morgan Stanley Kept Advisor on Despite Knowing of Alleged Abuse
Seven former Morgan Stanley employees tell the New York Times the wirehouse was aware of multiple abuse allegations.
Risk-Adjusted Returns Still Top Fund Selection Criteria for BD Advisors
The Financial Times Top 400 advisors generally still see a huge role for actively managed products in their clients’ portfolios.
Edward Jones Apparently Has An Inclusive Approach to Innovation
Company culture encourages everyone to contribute ideas for the company’s development, pundit insists.
Morgan Stanley Execs Flee to Tech Firm for Smaller Broker-Dealers
Advizr originally courted just one Morgan Stanley employee but was told that others may want to jump ship too.
Well Fargo Sees Investor Optimism at 17-Year High
But investors may be missing an opportunity to take advantage of recent tax law changes.
ThinkTank: CE Accredited

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