Case File
efta-02717792DOJ Data Set 11OtherEFTA02717792
Date
Unknown
Source
DOJ Data Set 11
Reference
efta-02717792
Pages
2
Persons
0
Integrity
Extracted Text (OCR)
Text extracted via OCR from the original document. May contain errors from the scanning process.
From:
Peter L. Corsell <
Sent:
Saturday, April 18, 2015 5:08 PM
To:
Jeffrey Epstein
Subject:
Fwd: inStream Materials
Attachments:
Buckingham-BAM announces selection of inStream - logo.pdf; Untitled attachment
00062.htm; inStream - WSJ-Advisor Perspectives-Bob Veres Article.pdt Untitled
attachment 00065.htm; RIABiz - inStream-BAM Article - 11-18-14.pdf; Untitled
attachment 00068.htm
Please see below and attached media info on inStream...
Begin forwarded message:
Date: February 7, 2015 at 12:44:37 PM EST
Subject: inStream Materials for Milton =erlinski
From: John Wotowicz
To: Peter Corsell
Peter,
Attached are a set of materials for you =o pass along to Milton Berlinski.
I am also passing along the following =inks to articles about this past week's announcement of Fidelity's =cquisition of
inStream competitor eMoney for a rumored 5270 =illion. This transaction has obviously energized the strategic
=nvironment around planning-centric advisor technology platforms and has =lso created new client acquisition
opportunities for inStream as many =f eMoney's existing clients are uncomfortable with Fidelity's =wnership.
http://www.investmentnews.com/article/20150202/FREE/150139997/e=clusive-fidelity-to-acquire-emoney-advisor-in-
major-adviser-tech
http://www.investmentnews.com/article/20150202/FREE/150209994</=>
Let me know if you need anything else.
All the best,
John
EFTA_R1_02165685
EFTA02717792
John S. =otowicz
Chairman & Chief Executive Officer
=
2
EFTA_R1_02165686
EFTA02717793
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http://www.investmentnews.com/article/20150202/FREE/150139997/e=clusive-fidelity-to-acquire-emoney-advisor-inURL
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