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Walt Bettinger sheds 'president' title and Bernie Clark gets new boss as Schwab appoints Rick Wurster as president and No. 2 in charge

The Schwab CEO gets 2016 'Windhaven' hire to share burden of governance from enormity of $8-trillion post-TDA, post-USAA, post-Motif growth.

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Fidelity opens adviser access to fractional shares

Fidelity opens adviser access to fractional shares
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Focus Financial sees continued expansion potential in Canada

Focus Financial sees continued expansion potential in Canada
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The ironic outcome of Riskalyze's negative advertising attack on Orion's risk subsidiary is a boost in fortunes for both, though the flare-up may also have unhelpfully awoken a sleeping Morningstar

News, Vision & Voice for the Advisory Community The Auburn, Calif., firm still holds an 85% market share, says Aaron Klein, and he also doesn t regret shining a spotlight on what he disparages as unfruitful guesswork .

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The tech investment squeeze

The tech investment squeeze
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