Our tech columnist asks what is behind giving advisors with less than $100 million in assets free use of the TIFIN Wealth platform and other questions about where the industry-norm-defying entity is headed.
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Allianz said it has made a small number of changes to its distribution leadership structure “to better align with our strategic goals for new market growth.”
Firmwide new money “has been temporarily impacted by asset attrition from clients originating at Ameritrade,” according to Chief Financial Officer Peter Crawford.
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