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Professional Investors Network, a super OSJ with 70 advisors and $1.7 billion in client assets, has left National Planning Corporation, one of NPH’s b/ds.
A quarter of wealthy investors are collectors, but they aren't necessarily good at taking care of what they collect. Only 51 percent of collectors said they ever had their collection appraised or insured, according to the latest UBS Investor Watch report. ...
New York Broker Defrauds Blind, Elderly Widow Hank Mark Werner, a broker from Northport, N.Y., has been barred from the industry for fraudulently churning and excessively trading the accounts of his client, a blind, elderly widow, according to the Financial Industry Regulatory Authority. ...
Morgan Stanley Wealth Management Joins Zelle Morgan Stanley Wealth Management is the latest financial services firm to start using Zelle, a peer-to-peer payment service. Available through the Morgan Stanley mobile app, the service, called Morgan Stanley Send Money with Zelle, allows wealth management clients to send and receive money from almost anyone with a U.S. bank account using just their email address or mobile phone number. ...
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