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The move will merge capital-markets teams across wealth management and the investment bank in the U.S., while creating a single trading platform for all clients in the Americas.
WealthManagement.com sat down with Tim Oden of Charles Schwab, Shirl Penney of Dynasty Financial Partners and Brian Hamburger of MarketCounsel for a Q&A discussion.
The former head of Morgan Stanley Wealth Management's Sports and Entertainment division has launched Edyoucore Sports & Entertainment, a business, financial and lifestyle consultant to professional athletes and entertainers.