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Most credit unions don’t offer planning services, and affiliating with the No. 1 IBD could help CUNA Brokerage change that, the firm’s president says.
June 22
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How to welcome LGBTQ clients, colleagues and friends by using your pronouns
June 21
Family Wealth Management Group -
The multigenerational practice decided it was time to make the move.
June 21
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The lead founder of Edelman Financial Engines, the largest independent advisor in the country, has surprising lessons about selling his 'clients first' firm to private equity investors.
June 21
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The 10-person practice, rebranded as Puzzle Wealth Solutions, is led by CEO John Klaas and COO David Millington.
June 21
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An emergency cease and desist order stopped the imposters in time.
June 21
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Some clients may have to pay the money back if their jobs or salaries change.
June 21 -
Its parent seeks to support more holistic planning by combining it with two other subsidiaries.
June 18
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The deal values the robo advisor at close to $966 million, according to people familiar with the matter.
June 18
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The vision is to democratize “high-quality, personalized advice at scale, just as the independent advisor has disrupted wealth management,” the companies said in a statement.
June 18
