Adviser First Partners Blog
Wealth Management Magazine
Lower transaction costs can often come with higher expense ratios at the nation’s largest IBD.
As millennial and Gen-Z women take more control of their own finances and those of their families, they’re becoming less tolerant of bias, research found.
A range of factors have been cited for the clean-tech rally, including maturing wind and solar industries after a collapse in oil prices earlier this year.
Depending on the economy and the election, they could be on the chopping block as soon as 2021.
Pressing the bank for examples of non-solicitation violations, the judge cut off JPMorgan’s attorney: “you are dancing all around my question.”
The group includes an advisor who started his career at Merrill in 1977.
More than half of these funds have fees higher than 75 basis points.
This follows another August acquisition — an ex-UBS team that managed $1 billion in assets.
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