EFTA02717792.pdf

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