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The investment plays on a trend, “which is the blurring of the distinction between traditional insurance products and wealth management products.”January 13
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The firm’s chief executive began setting the stage last year when he broke the company’s three business lines into five.January 5
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Jon Stein was a pioneer of the robo advice industry, building a $25 billion firm over the past decade.December 8
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The firm has sought to broaden the range of clients it targets with its wealth-advisory services.December 4
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For its next leader, Ohio National turned to a veteran executive with prior experience leading its independent broker-dealer.November 25
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“Financial advisors typically don’t speak athletes’ language, so athletes and entertainers gravitate toward those people who do,” said former Chicago Bears defensive end Adewale Ogunleye.November 23
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In a surprise announcement, Private Advisor Group tapped Moore as CEO nearly two years after he left Cetera for undisclosed medical reasons.November 18
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A former chief information officer of PR firm Cision will take over as CTO following Scott Grinis’s retirement.November 11
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It’s at least the second time in just a few weeks that the firm has sought to limit the expense of rewarding well-paid employees.November 5
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The daughter of a privileged family had everything, until she didn’t. Then the work began.October 30
President and founderEmpyrion Wealth Management
