EFTA01203871.pdf

From: "Peter L. Corsell" To: Jeffrey Epstein Subject: Fwd: inStream Materials Date: Sat, 18 Apr 2015 17:07:51 +0000 Attachments: Buckingham-BAM_announces_selection_of inStreamn logo.pdf; inStre,am_-_WSJ- Advisor Perspectives-Bob_Veres_Article.pdf; RIABizn inStream-BAM_Article_-_11-18- 14.pdf 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 Berlinski From: John Wotowicz To: Peter Corsell Peter, Attached are a set of materials for you to pass along to Milton Berlinski. I am also passing along the following links to articles about this past week's announcement of Fidelity's acquisition of inStream competitor eMoney for a rumored $270 million. This transaction has obviously energized the strategic environment around planning-centric advisor technology platforms and has also created new client acquisition opportunities for inStream as many of eMoney's existing clients are uncomfortable with Fidelity's ownership. http://www.investmentnews.corniarticle/20150202/FREE/150139997/exclusive-fidelity-to-ac uire-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 John S. Watowicz Chairman & Chief Executive Officer EFTA01203871 EFTA01203872