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Posts Tagged "cross selling"

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Confusopoly at TIAA “If They Cry, They Buy”

Confusopoly at TIAA “If They Cry, They Buy”

Yesterday Pulitzer-prize winning author Gretchen Morgenson at the New York Times, wrote another article, New York Attorney General Subpoenas TIAA Over Sales Practices,  highlighting the confusopoly at TIAA. As we discussed earlier, the financial services industry is a confusopoly  (a term coined by Dilbert cartoonist and author Scott Adams), an industry…

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Morgan Stanley Caught in Cross Selling Scandal

Everyone is talking about cross selling since the scandal at Wells Fargo. The more you hear about this the more you become aware of the conflicts of interest this underscores. This week the Massachusetts Attorney General brought a suit against Morgan Stanley for overly aggressive cross selling. Every publicly traded…

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