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The Adviser Center

Merrill vets ready to recharge breakaway recruiting efforts

After regrouping in wake of broker-protocol exits, Snowden Lane Partners is ready to recruit wirehouse brokers and RIAs.

How to get women to feel comfortable about building wealth

At InvestmentNews' annual Women to Watch think tank, industry leaders brainstormed ways to educate women about personal finance.

UBS, after dumping the broker protocol, continues to see brokers come and go

The wirehouse has seen 14 individuals or teams leave and five join for a net loss of $2.4 billion in AUM.

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    RIA Data Center

    1Financial Engines Advisors$138,000,000,000
    2Fisher Investments$71,789,691,574
    3Chevy Chase Trust Company$25,528,177,638
    4Edelman Financial Services, LLC$17,783,062,724
    5Aperio Group$15,619,552,133
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    Advisers on the Move

    Featured video


    Why broker-dealers are on a roll

    Deputy editor Bob Hordt and senior columnist Bruce Kelly discuss last year's bounce-back for IBDs.

    Latest news & opinion

    SEC advice rule may give RIAs leg up over broker-dealers

    Experts say advisers will be able to point to their role as fiduciaries as a differentiator in the advice market.

    Brokers accept proposed SEC rule on who can call themselves an adviser

    Some say the rule will clear up investor confusion, but others say the SEC didn't go far enough.

    SEC advice rule: Here's what you need to know

    We sifted through the nearly 1,000-page proposal and picked out some of the most important points.

    Cadaret Grant acquired by private-equity-backed Atria

    75-year-old owner Arthur Grant positions the IBD for the 'next 33 years.'

    SEC advice rule seeks to tighten reins on brokers

    The proposed rule puts new restrictions on brokers, but it is still unclear how strongly the SEC is clamping down.


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