The Client: Client retention
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August 17, 2018Wells Fargo Loses More Reps to These Three RivalsThese firms seem to be a destination for former reps.No Comments
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August 17, 2018Fill the Voids in Your Clients' Financial LivesAdd value to your clients' advisor experience by looking for ways to expand your services.No Comments
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August 16, 2018JPMorgan to Close Foreign Retail Clients’ Investment AccountsThe move does not affect clients in the company’s private bank.No Comments
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August 16, 2018UBS to Pilot Its Own ESG Funds on U.S. Wealth Management ClientsThe firm’s asset management unit has designed an equity ESG fund and a bond ESG fund.No Comments
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August 15, 2018"Defamed" and "Disgusted" Ex-Merrill Lynch FAs Fight Back in Court and Claim VictoryIn an unusual move. Merrill Lynch agreed to a settlement and allowed the former advisors to transmit a tombstone letter to clients.Last Comment: August 15, 2018
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August 15, 2018America’s Youths are Unrealistically Optimistic About FinancesMajority of those ages 16 to 25 think they’ll fare better than their parents but have little savings and plenty of debt, Charles Schwab finds.No Comments
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August 14, 2018Why Healthcare Planning is Becoming a Critical USP (and How to Painlessly Offer it)Anticipating healthcare needs, adequate budgeting and partnering with health planning experts can all help advisors bring additional value.No Comments
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August 14, 2018AssetMark Brings on $5.7 Billion Firm With 300 AdvisorsFlorida-based Global Financial Private Capital has more than 300 advisors.No Comments
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August 13, 2018If Your Clients Don’t Heed Your Advice, You Won’t Have Them for LongFAs need to avoid being judgmental and let clients talk, says psychologist.Last Comment: August 13, 2018
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August 13, 2018UBS and Morgan Stanley Shed Reps to RivalsA UBS team managing over $750 million jumped ship to JPMorgan, while a $150 million family team of advisors left Morgan Stanley for Raymond James.No Comments
