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SEPTEMBER 27, 2017

TECHNOLOGY

eMoney Adds Advisor Marketing Tools To Financial Planning Platform

Ryan W. Neal

At it's fourth annual Advisor Summit, the new Advisor Branded Marketing feature took center stage.

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INDUSTRY

Capital Guardian Drops B/D, Joins Kovack as OSJ

Diana Britton

It's the latest firm to get out of the b/d business and join a larger entity as an independent branch.

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SPONSORED CONTENT

Inside the Mind of the Client, Part 1

Sponsored by IMCA

Are investors rational or irrational? Dig into behavioral finance in part 1 of this series of articles and discover how to help your clients make good investing decisions—and avoid the bad ones.

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TEN TO WATCH

Andrew Stoltmann, President-elect, PIABA

Diana Britton

Andrew Stoltmann, president-elect of PIABA, is taking on Wall Street and the fiduciary duty.

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