BILLIONS: Morgan Stanley Loses $6B Team To Dynasty

Whichever Morgan Stanley employee that came up with the idea that exiting the broker protocol would somehow lead to an uptick in retaining the firms largest and most profitable advisors needs to be fired. It’s not working. Via AdvisorHub, the

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Wells Fargo Mess Continues

Wells Fargo doesn’t have any answers. As the body shots take their toll the brand remains badly bruised and bloodied, with advisors caught squarely in the crossfire. Just three years ago Wells Fargo was a paragon of virtue and stability.

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The Tech Test Drive

In a survey of  803 advisors by Forbes†, about 3/4 of all respondents recognized the importance of state-of-the-art technology in serving their clients. And notably, …”those financial advisors with the highest annual incomes are more likely to see the value

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