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Edward Jones Buys Natixis’ Overlay Management Services to Power its UMAs

Wealth Management

Louis-based broker/dealer Edward Jones announced it intends to acquire Natixis Investment Managers’ overlay management services capabilities “through the purchase of select assets and an exclusive license for certain proprietary technology.” Edward Jones has over $50 billion in assets in its UMA business.

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Satyam Scam – The Story of India’s Biggest Corporate Fraud!

Trade Brains

Post this the company soon got its first Fortune 500 client- Deere and Co. Investors and clients all around the World were left shocked. PwC was found guilty and its license was temporarily revoked for 2 years. On 4th November 2011, bail was granted to Raju and two others accused. 7000 crores. 7000 crores.

Banking 131
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High FII Holding Stocks Under Rs 100 To Add To Your Watchlist

Trade Brains

Net Profit Margin (%) 3.94% EBITDA Margin (%) 10.63% High FII Holding Stocks Under Rs 100 #2 – Edelweiss Financial Services Edelweiss Financials Services is one of India’s leading financial services conglomerates, offering a robust platform to a diversified client base across domestic and global geographies. Market Cap (Cr.)

Banking 105
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Walkner Condon: The State of the Firm

Walkner Condon Financial Advisors

Occasionally we like to inform our clients about what is going on at Walkner Condon, as we have some exciting updates to share with you. She gave us plenty of notice so that we could locate and train her eventual replacement in order to maintain client service levels. We expect very limited disruption for our clients.

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The State of the Firm: Walkner Condon

Walkner Condon Financial Advisors

Occasionally we like to inform our clients about what is going on at Walkner Condon, as we have some exciting updates to share with you. She gave us plenty of notice so that we could locate and train her eventual replacement in order to maintain client service levels. We expect very limited disruption for our clients.

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Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

Sara Grillo

The fiduciary standard is important because it defined parameters for behaviors impacting the way that financial advisors treat their clients. A fiduciary provides advice and counsel that is solely in the best interest of the client. It’s confusing to the client and unfortunately that confusion is waged onto them on purpose.

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Small Caps: The Big Picture

Brown Advisory

Exhibit 5: Dispersion in stock returns for the Russell 2000 ® Index, three-year trailing return for top and bottom quartile, by year since 2011, and average and median 1991–2020 Source: Furey Research Partners. A larger, more idiosyncratic and more diverse universe, with less information availability than its large-cap counterpart, U.S.