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The firm's newest recruits generated $3.6 million in annual revenue.

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Fintech is at its prime and advisers need it to remain competitive

A third of investors in a recent Fidelity survey said they would switch advisers if they weren't active technology users.

Have regulators finally gone too far?

Risk aversion is what everyone thinks about first, and getting the lawyers involved is what everyone thinks about second.

Fiduciary omen: What Edward Jones' changes mean for the industry

The rule is finally dragging traditional brokers into the modern era.
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