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Edward Jones tops wealth management firms in online searches, investors working with advisors are making changes, and UBS loses another $1 billion team.
The introduction of T shares and clean shares is well intentioned, but in many cases, older share classes already offered by fund managers can save investors more money, and mitigate conflicts of interest.
One division will cover global fixed-income and currencies beta trading, another will focus on global ETF research and a third will manage regional ETF sales and business development.
What the CFA test would look like in the land of robos, report shows how blockchain can revolutionize client onboarding, and HoyleCohen merges with Libbie Agran.