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In tight race, Fidelity and Edward Jones tie for top honors in J.D. Power survey as spiky markets drive down satisfaction scores across the board

In a first, J.D. Power asked women the importance of a same-sex advisor -- and got a surprising response

Author Lisa Shidler April 9, 2015 at 5:13 PM
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Mike Foy: We were wondering if hiring more women is a good strategy for making women investors happy and we found out it isn't.

Women of Wealth Management



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March 21, 2024 at 4:41 AM

Fidelity lays off 700 -- not for costs or [bad] performance -- but to shift headcount and hire more client-facing and tech staff, touching off 'panic posting' on job board

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March 12, 2024 at 1:08 AM

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March 25, 2023 at 1:32 AM

Charles 'Chuck Schwab' called James Gorman to protest a two-broker poach, kicking off a hydra-headed legal battle, costing Morgan Stanley millions, so far

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March 9, 2023 at 1:23 AM

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