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“If you’re not given an avenue to prove yourself, then effort and skill set will only go so far,” Shannon Saccocia says.
May 17 -
Take a page from sports teams' playbooks — the most successful franchises are true teams working toward a common goal, not just a group of individuals who gather on the field at the same time.
May 4Cruz Consulting Group -
Jodi Perry took over as national director of the independent contractor division as the firm seeks to keep up its strong momentum.
May 3 -
Fielding rapid-fire questions, Savant Capital Management CEO Brent Brodeski reveals the biggest mistakes of RIA buyers and sellers, shares the strategy behind his firm's targeted acquisitions and divulges his favorite app.
April 19 -
Financial planning professionals tell us sexual harassment is pervasive. Can that change?
April 18 -
Dan Arnold received a 155% raise in his first year atop the nation’s largest independent broker-dealer.
April 2 -
Amy Shapero is leaving the digital advice firm to become CFO at e-commerce platform provider Shopify.
March 9 -
John Taft comes to the firm after a long career in wealth management. He will focus on developing advisor services and recruiting new teams.
January 30 -
One untapped resource is appealing to investors to allocate more of their private wealth to companies with successful gender diversity programs.
August 17The Rudin Group -
The bank's board is considering whether to withhold bonuses for CEO Tim Sloan and Chief Financial Officer John Shrewsberry.
February 8