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October 24, 2017

Merrill: Income Inequality Gap Poses Risks, Rewards
Wirehouse’s latest research points to ways advisors can separate themselves from the pack.
TIAA Accused of Aggressive Sales Tactics
Financial advisors allegedly pushed complex and proprietary products to earn bonuses.
Etrade Buys Custodian to Financial Advisors
Discount brokerage pays $275 million for Trust Company of America.
Wells Fargo Loses $369M FA Team to Ameriprise
Ameriprise’s “strong reputation, brand and financial stability” were the deciding factors for the move.
Edward Jones Hits $1 Trillion Assets Under Care
Firm’s 15,000 advisors currently serve more than seven million clients.

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