DECEMBER 21, 2017
INDUSTRY
Anchor Capital Advisors Buys Back Majority Stake From Boston Private
Michael Thrasher
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REGULATION AND COMPLIANCE
FINRA Fines Raymond James’ Independent Arm $2 Million for Flawed Email Review
Diana Britton
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Inside the Mind of the Client, Part 2
Sponsored by the Investments & Wealth Institute
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BUSINESS PLANNING
Five Key Phrases to Use with Your Team
Stephen Boswell and Kevin Nichols
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