Hexaview Broadcast
2017-08-09 | Hexaview Technologies |    20

  
  
1) Kestra acquired H. Beck

Securian will sell H. Beck to Kestra Financial, adding about 600 advisors and $2.4 billion in client assets. Kestra Financial is the result of NFP Corp.'s sale last year of a majority stake in its IBD to funds managed by private equity firm Stone Point Capital. H. Beck's separate management team would stay in place even though the firm would look for a new president. Read More

2) Summit Trail Advisors' Addition of two new advisors is only the start of the firm's expansion

Summit Trail Advisors Adds $500M Team. The independent advisory firm is looking to expand throughout the United States. Summit Trail Advisors is part of the Dynasty Financial Partners network. Read More

3) Vanguard shall keep pushing prices down and continue benefiting

Fee wars have broken out across the U.S. asset management industry. Fidelity Investments and BlackRock Inc. have cut their fund fees to match or beat Vanguard, the low-cost investing pioneer with $4.4 trillion in assets. Read More

4) Wells Fargo Co. and the fake accounts

Consumer Financial Protection Bureau looks at whether consumers were "unduly harmed. Wells Fargo's fake-accounts review can put legal charges which could surpass its reserves by $3.3 billion. Read More

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Hexaview, a top notch Wealth Management technology provider was started in 2010 by two enthusiasts Abhishek Talwar and Ankit Agarwal. Over the years we stuck to our core values - excellence, integrity and innovation and thus have been delivering exemplary service since then.

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