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S&P and MSCI plan to overhaul their industry classifications, merging internet and media stocks with phone companies to replace the telecommunication sector.
A dozen or more Ponzi schemes still take place each month, Ally Financial finalizes TradeKing integration and HD Vest teams with Drake Software on tax planning.
Change is certain. But advisors who control the change and move in the direction that best serves clients are better positioned for the future, says Schwab’s Bernie Clark.