Wealth Management industry news covering the financial markets, trends and wealth professionals.
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Morgan Stanley's acquisition of asset manager Eaton Vance for $7 billion would allow the wirehouse's financial advisors to better customize and enhance their product offerings, according to industry analysts.
Co-founder Michael Kitces said the XY Planning Network was hiring Duane Thompson to help advocate for fiduciary standards on the state level after an appellate court ruled against its suit concerning Regulation Best Interest.