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April 18, 2017

Ameriprise Nabs Morgan Stanley FAs Managing $523M
Firm continues snatching advisors from brokerage rivals.
Active a Harder Sell but Advocates Make a Case
Proponents of active investing say there are outperformers and cheaper doesn’t mean better.
Dynasty Financial Partners Adds $750M RIA
Separately, two JPMorgan brokers left for Bolton Global Capital.
Advisors Need to Follow More of Their Own Advice
As with financial planning, there’s more to succession planning than money.
Poll
Is the Proliferation of T-Shares Necessary?

Fund companies keep rolling out T-shares in an effort to provide more transparency in keeping with a push towards heightened fiduciary standards. Are these helpful to advisors or are they another product-push to solicit greater third-party help selling mutual funds? Is another share class really necessary to provide greater transparency for clients?

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