Pandemic likely to reshape adviser-client communications, survey finds

Broadridge sees accelerated adoption of digitalization and personalization
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Tough week for Raymond James after tech outage

The data snafu hit just days after announcing major staff layoffs
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New Schlichter lawsuit targets MEP

The prominent 401(k) litigation firm filed a class-action lawsuit this week against Pentegra Retirement Services
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Oppenheimer’s tech stack gets a makeover with InvestCloud

The broker-dealer tapped InvestCloud to speed up client onboarding and retention for the firm’s 1,000 advisers
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Q&A: NYU sustainable business expert on U.S. election outcome

What will happen to business’s growing dedication to ESG after November presidential votes are in?
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