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OCTOBER 15, 2018

INDUSTRY

Merrill Lynch Advisors Boost Client Acquisition By 87 Percent

Michael Thrasher

Advisor incentives to acquire new clients are paying off for BofA’s wealth management unit.

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TECHNOLOGY

Fidelity Starts Crypto Business to Serve Wall Street Clients

Olga Kharif and Annie Massa

Fidelity Digital Assets will offer security and storage services, trade execution and customer service for digital assets.

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PHILANTHROPY

Using Tax Reform as a Philanthropy Ice Breaker

Brie Williams

Nearly half of investors say they want more from their wealth advisors when it comes to philanthropic planning and guidance.

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