Wealth Management industry news covering the financial markets, trends and wealth professionals.
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Morgan Stanley fined for failing to supervise sales of UITs, Penn University wins dismissal of retirement plan lawsuit and Focus financial helps member firms merge.
Millennials view investing in companies as charity, Morgan Stanley offers advisors sustainable investing training and Washington Trust adopts SEI's Wealth Platform.
Liliane Bettencourt dies at 94, iCapital to acquire Deutsche Bank's private-equity access fund platform, and married couples are more financially secure than single adults.