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Wealth Management Morning Memo

DECEMBER 10, 2019

TECHNOLOGY

Fiserv Joint Venture To Fuel Wealth Management Resurgence

Samuel Steinberger and Davis Janowski

The move is meant to accelerate growth, scale and bring greater focus to advisor-centric offerings.

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HIGH NET WORTH

Build a Book of Business Among Medical Practitioners

Ari Rastegar

Medical professionals face unique challenges. Here's how to break in to this lucrative niche.

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SPONSORED CONTENT

An Especially Smart Investment

Sponsored by Bank of America Private Bank

How this financial move can yield big returns in 2019.

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HIGH NET WORTH

Masters of the Universe Are Taking Over Your Local Sports Teams

Tom Metcalf

Hedge fund managers and private equity titans are an increasingly common sight in the owners’ boxes of professional sports teams.

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SPONSORED CONTENT

Closing the Financial Literacy Gap

Sponsored by BNY Mellon | Pershing

Turning passion into action.

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The Daily Brief

EQUITIES

Bank of America Merrill Lynch Expands Zero-Dollar Trading

Erick Bergquist

Bank of America has made unlimited commission-free stock, ETF and option trading available to all Merrill Edge Self-Directed investors.

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INDUSTRY

Domani Wealth Acquires EHD Advisory Services

Erick Bergquist

Kenneth Eshleman and Steve Maher, the owners of EHD, are now senior wealth advisors and owners at Domani Wealth, working in the Lancaster office.

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INDUSTRY

MAI Capital Management Acquires Ohio-Based Firm

Patrick Donachie

The acquisition of Rodman Capital Management is the latest in a number of recent acquisitions MAI has made since accepting a minority investment from Wealth Partners Capital Group in 2017.  

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