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In wealth management, banks go big or go home
The need for scale is forcing a reassessment of M&A strategy.
Stifel to acquire $4.8B firm with 57 advisors
Ziegler is the latest in a line of purchases by Stifel and other regional broker-dealers.
OWS cover story
Morgan Stanley robo adviser? A future redefined
Why executives think forthcoming technologies will secure the firm’s lead as a digital innovator.
No waiting for wealth management innovation
Why advisers should step up their game as the industry goes robo.