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August 10, 2017

Yet Another DOL Rule Delay Paves Path for Big Changes
Agency signals it will consider easing restrictions on prohibited transactions.
Robo Wars Lead FAs to Bypass Big Names and Upstarts
In a market ripe for consolidation, advisors create their own alternatives.
Biggest Wealth Firms Growing Despite Margin Pressures
Global report says profit growth masks underlying revenue challenges.
Advisors Are Younger, But Firms Still Face Shortfall
Practices must work harder to replace retiring baby boomers and their revenue.
Why a Morgan Stanley Duo Split to RBC
Meanwhile a Dynasty Financial Partners network firm also adds half a billion-dollar duo.

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