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News
Joe McQuaid of Concurrent on his advisor tech choices
Welcome to “Show Me Your Stack,” a series from Financial Planning in which we interview those who deliver financial advice …
Robert Weiss To Head Family Wealth Business
KeyCorp announced that Robert Weiss has joined the company as Head of Key Family Wealth, where he will work across …
XRP’s Path to $100: Inside Linda P. Jones’s Bold Vision and the Data Behind It
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Schwab, 11 Other Firms Paying $63M To Settle SEC Texting Charges
Twelve firms, including Blackstone, Charles Schwab and Apollo Capital Management, will pay a combined $63.1 million to settle SEC charges …
Carson Launches Tax Strategy With Acquisition of $385M RIA
adminUpdated on Leave a Comment on Carson Launches Tax Strategy With Acquisition of $385M RIA3 min readCarson Group is launching a tax strategy program for advisors, seeded through its acquisition of Taylor Financial, a Franklin Lakes, N.J.-based …
Kestra Names Wealth Management Head as Next President
Kestra Financial’s current Wealth Management Head John Amore will become the firm’s president starting in April. He’ll succeed current president …
Experience Wealth recognized as a Best-in-State Wealth Management Team by Forbes
Experience Wealth, a private wealth advisory practice with Ameriprise Financial in Iowa City, was named to the list of “Best-in-State …
Michael Rubenstein Joins UBS Private Wealth Management in Florida
The responsibilities of Rubenstein, who will be based in Naples, Florida, will include business development, relationship management, trust and estate …
MAI Acquires $662M California Firm
MAI Capital Management, a Cleveland-based registered investment advisor with about $30.3 billion in assets under management and advisement, has acquired …