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Weekend Reading For Financial Planners (Nov 5-6) 2022

CFO News Room

Why the torrid pace of RIA mergers and acquisitions activity seen in recent years could slow down in the current market and interest rate environment. The biggest development in the RIA custodial platform space during the past few years has been Charles Schwab’s acquisition of TD Ameritrade.

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World’s Best Investment Banks 2025: Global And Country Winners

Global Finance

Best Investment Bank: BofA Securities Against the backdrop of a thriving year for global stock markets and increased activity in the debt spectrum, Bank of America (BofA) Securities managed to catapult its global operations to capture an impressive 43% year-over-year jump in investment banking fees as of the fourth quarter of 2024.

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Weekend Reading For Financial Planners (Nov 26-27) 2022

CFO News Room

Why RIA M&A activity has slowed down since October and how deal structures could be affected in the current economic environment. We wrap up with three final articles, all about time management: Why creating a routine checklist can be more effective than keeping a fixed daily schedule. Enjoy the ‘light’ reading!