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Google News: How Schwab is gearing up its RIAs to fight for 401(k) assets
[RIABiz] - “I think it's a wonderful idea that a custodian is endorsing training,” says Stephen Winks, principal of Sr. Consultant Richmond, Va. “This is a wonderful thing. Anybody who does anything to advance fiduciary standard in my book is doing a good thing.
BofA's big challenge: Keep Merrill's 'Thundering Herd' | Charlotte ...
www.charlotteobserver.com
... of America needs to send a strong message that little will change for Merrill in the combined company, said Stephen Winks of Richmond, Va.
Merrill Lynch Rule to Result in Fewer, Nimbler Financial Advisers,...
www.financial-planning.com
MIAMI-The best way to shape the back office's response to the Merrill Lynch Rule was addressed in a presentation last month by Dr. Stephen Winks at the...
Are Big Changes Coming For Brokers, Advisers? | Financial Planning
www.financial-planning.com
The basic roles and responsibilities of brokers, financial advisers and asset managers are in the early stages of what's sure to be a dramatic transition and...
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