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December 6, 2017

UBS Team Signing Edges True Private Wealth Assets Towards $1B
Protocol or not, wirehouse vets break to fast-growing indie RIA.
FAs Face Gaps in Perceived and Actual Client Risk Tolerance
Advisors need to explain to clients the importance of balanced portfolios that have appropriate exposure to bonds.
Wells Fargo Loses $219M Rep to Ameriprise
Separately, Kestra completes acquisition of H. Beck.
Wirehouses Mum on Rush to Bitcoin Futures
But several retail brokerages have said they’ll let customers trade the instrument.
Video
Help Your Clients Plan for Healthy and Wealthy Aging
It can be difficult to engage with clients about the wealth and well-being issues of aging.  Video [ 2:51 ]   Transcript  

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